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Unable to login with Vanguard credentials (create portfolio)

Questions about updating prices or transactions in Fund Manager

Postby inndsfdsfrcus » Mon Mar 14, 2011 11:55 pm

I have two Vanguard accounts (1) individual mutual fund; and (2) individual brokerage. I would like to get the portfolios into Fund Manager and keep getting an "signon invalid" message. Here are the steps I took:

1. File -> New Portfolio Wizard
2. Account # - enter my individual mutual fund account #
3. Next
4. Enable Online Transaction/Position Retrieval - From "Vanguard Group", User ID: (my user name), Password: (my password)
5. Next
6. Retrieve Transactions and Positions
7. Next

Receive "Fund Manager Transaction Retrieve: signon invalid" message. What am I doing wrong?
inndsfdsfrcus
 
Posts: 4
Joined: Mon Mar 14, 2011 11:43 pm

Postby Mark » Wed Mar 16, 2011 7:13 am

Hi inndsfdsfrcus,

Either your username or password aren't correct, or your accounts aren't enabled by Vanguard for online retrieval. When signing on, only your username/password are being used at this point, so it can't be a problem with the account number. I would suggest double checking your username/password, and then if the problem still persists, call up Vanguard, and ask if your account is enabled for online access into programs like Fund Manager. They may say they don't support Fund Manager, but if so, just ask for instructions to retrieve in Quicken, and use the same login credentials they give you.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11818
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby inndsfdsfrcus » Thu Mar 17, 2011 11:53 am

For others who may experience this same issue, you may want to do the following:

1. google to figure out how to delete Flash Objects
2. delete all Flash Objects (you most likely only need to delete vanguard.com ones, but got rid of them all)

That did the trick. I can now retrieve transactions and prices. Great software.
inndsfdsfrcus
 
Posts: 4
Joined: Mon Mar 14, 2011 11:43 pm


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