New user here, evaluating FM.
I'm having trouble accessing the transaction/position history from Vanguard.
I get the following prompt after I unsuccessfully try to follow the Portfolio Wizard:
"Vanguard server encountered an error."
Followed by:
"Failed to retrieve portfolio.
Broker: Vanguard Group
Account Number: XXXX
User ID: XXXX"
At this point my Vanguard account locks up due to failed login attempts.
I successfully retrieved data (albeit only 90 days) from Fidelity NetBenefits. Is there something unique about accessing Vanguard funds with FM?