How to Connect to Vanguard With Quicken
Quicken is a personal finance management software developed and marketed by Intuit. You can connect to Vanguard with Quicken and download and export up to 18 months of transaction history into Quicken. Quicken is designed to record only the new transactions and remove the duplicate ones. This process will only work for Quicken 2007 or later.
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Instructions
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1
Launch Quicken from the "Start" menu.
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2
Click the "File" tab and point to "New." Select "New Quicken Account."
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3
Click "Vanguard Group" to indicate that the account is held at Vanguard.
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4
Click to select "Online" as the method to set up the account.
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5
Type your Vanguard user name and password as your "Quicken client ID" and "PIN" respectively. This will allow Quicken to connect to Vanguard and access your account.
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Click to select an existing Quicken investment account to which you wish to import the data.
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Click "Done."
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