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Vanguard Download error

Questions about updating prices or transactions in Fund Manager

Postby dancemyth » Tue Aug 21, 2018 8:19 am

Hi. Having a problem downloading from Vanguard. It's been a long time, so I'm not sure if this is a recent/temporary problem. I get the "Invalid Organization" error. I've tried re-entering my credentials. I've also tried leaving the acct # blank to see if it brings up a list of accounts. Error continues. Vanguard has always been the most finicky, but I'm at a loss.
dancemyth
 
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Postby Mark » Tue Aug 21, 2018 9:40 am

Hi dancemyth,

If you look under "Help / About..." what transaction module do you have? The latest is 234. You might have an old one? You can update using "Help / FM on the Web / Check for updates..." from within FM 2016 or 2018.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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