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Vanguard Trans/Pos Retrieval Error

Questions about updating prices or transactions in Fund Manager

Postby sixbillionethans » Sun Feb 17, 2013 3:16 pm

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?
sixbillionethans
 
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Joined: Sun Feb 17, 2013 3:00 pm

Postby Mark » Sun Feb 17, 2013 3:21 pm

Hi sixbillionethans,

Please make sure you have the latest transaction retrieve module (174). You can update by selecting "Help / Fund Manager on the Web / Check for Updates...", and accepting the update if one is available.

I just double checked the Vanguard transaction server, and it is working okay from here. If you still have this error with version 174, please let me know.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
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Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby sixbillionethans » Sun Feb 17, 2013 6:01 pm

Thanks for the response, Mark.

It was a rather odd issue on my end. I had an 11-character User Name but perhaps they've recently changed to 10-character limit. Once I changed my login to 10 characters, it worked just fine.
sixbillionethans
 
Posts: 2
Joined: Sun Feb 17, 2013 3:00 pm


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