Investment Account Manager Forum

General Category => Transactions => Topic started by: markrtuttle on June 27, 2020, 09:50:01 PM

Title: Unable to download transactions from Vanguard
Post by: markrtuttle on June 27, 2020, 09:50:01 PM
I'm unable to create a portfoilo and download my transaction history from Vanguard. 

I go to file -> new portfolio -> download from financial institution -> download all available historical activity, I enter portfolio name, I choose financial institution Vanguard Group and I enter my username and password for the vanguard.com web site, I click connect, and I get

An error message was received from your financial institution.  The title of the message received is "no title shown." To view the error, open the file OFX_Error.html in your web browser.

I have no idea how to proceed. I have no idea where the file OFX_Error.html is.

I are running the demo version of IAM that I just downloaded to try out.

Thanks,
Mark
Title: Re: Unable to download transactions from Vanguard
Post by: Forum Administrator on June 29, 2020, 11:01:21 AM

Download Options are:
1.       Account Type: Choose Quicken
2.       Choose Data Range
3.       Choose an Account (Choose one at a time)
4.       Download and save the file

Import the file into Investment Account Manager under IAM's Transaction Menu
| Import OFX.  If you have add'l questions, please email our tech support team directly:

techsupport@investmentaccountmanager.com

Regards,

Matt

Title: Re: Unable to download transactions from Vanguard
Post by: Forum Administrator on July 01, 2020, 08:19:58 AM
We've released the v3.2.1 update to Investment Account Manager 3 Individual. This update includes several important changes, corrections and new features. Also included are modifications to IAM3 Individual that have resolved the issues due to changes made by Vanguard access to once again allow for transactional downloads.  To download this latest update, please follow these steps:

• open your copy of Investment Account Manager v3 Individual.
• select the 'Check For Updates' choice located on the menu bar. This choice will verify that you are using the latest version of IAM3 Individual.
• if not, you'll be prompted to download the latest maintenance release.
• note: If the choice to ‘Check for Updates’ is inactive in your copy of Investment Account Manager v3 Individual, this indicates your technical support period has expired.
• if your support has expired, you can extend technical support for an additional year, by clicking here  https://www.investmentaccountmanager.com/products/product-category/support-individual/ (https://www.investmentaccountmanager.com/products/product-category/support-individual/).  When ordering your support renewal, you will need to enter your IAMv3 user ID number as shown on the IAMv3 Help Menu | Product Support Screen.



Title: Re: Unable to download transactions from Vanguard
Post by: TopDog on August 02, 2020, 09:58:24 AM
I have updated to the most current version of IAM (3.2.1).  When I try to download Vanguard transactions, I get a message stating that "There were NO transactions in the file that was downloaded." 

I know that there are transactions to download.

I do see a message that my sign on was Successful, so I think I'm making the connection to Vanguard.

Any suggestions?  I will follow the suggestion earlier in the thread to download the OFX file.
Title: Re: Unable to download transactions from Vanguard
Post by: Forum Administrator on August 05, 2020, 12:05:37 PM
If this download was working previously, but is no longer, check to see if anything has changed with your account login/authentication.  No issues on our end in testing..

if you have add'l questions, please contact our support team: techsupport@investmentaccountmanager.com

Matt