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Announcements / BLOG POST - My Four Goals
« Last post by Forum Administrator on September 01, 2020, 09:14:28 AM »
Jonathan Clements | Editor of

I’m probably a year or two away from regularly tapping my portfolio for income. That prospect—coupled with this year’s market turmoil—has led me to tinker with my investment mix and ponder how I’ll generate cash once I’m retired. One surprising result: I have more in stocks today than I’ve had at any time in the past three years, and I’m thinking of increasing my allocation even further.

Transactions / Re: Unable to download transactions from Vanguard
« Last 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:

Transactions / Re: Unable to download transactions from Vanguard
« Last 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.
Frequently Asked Questions / Re: Automatic deposits
« Last post by Forum Administrator on July 21, 2020, 10:06:04 AM »
There is no means to set up / schedule automatic deposits to a brokerage cash account. However, if you download the activity each month from your broker, the deposit can be posted that way with all other monthly activity.

If you have any add'l questions, please contact our technical support team at

Frequently Asked Questions / Automatic deposits
« Last post by on July 20, 2020, 11:07:21 AM »
Does anyone know if it is possible to setup automatic monthly deposits into a brokerage cash account?
With summer now under way, gardening hobbyists are busily weeding, watering and tending to their plants in hope of a bountiful crop.

All gardeners know that the better the care, the better the harvest. And, just as a gardener equally will tend to all the ‘rows’ in their vegetable or flower gardens, an investor must equally manage all the investment portfolios they own, including their taxable and non-taxable accounts.

read more:
Transactions / Re: Unable to download transactions from Vanguard
« Last 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  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.

Transactions / Re: Unable to download transactions from Vanguard
« Last post by Forum Administrator on June 29, 2020, 11:01:21 AM »
    Hi Mark,

    Vanguard has changed its authentication methods.  We are working on a solution. For the time being:

    Open the Vanguard web page.
    From My Accounts, choose Transaction History.
    At the top right of the page, choose download.

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:



Transactions / Unable to download transactions from Vanguard
« Last 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 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.

Announcements / Blog Post - Putting Performance Into Perspective
« Last post by Forum Administrator on June 02, 2020, 02:22:43 PM »
The year 2019 was a great run for the S&P 500 Index. Its 12-month total return of 31.49% was more 3x higher than its 50-year average annualized return of 10.60%. All good, right?

read more:
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