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walt-air
New Member

downloading vanguard files

 
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3 Replies
JohnB5677
Expert Alumni

downloading vanguard files

Please clarify your question.

 

  • What is your question?
  • Have you attempted to download Vanguard files?
  • Did you have a problem?
  • Was it accurate?

Please contact us again to provide some additional details. 

 

 

 

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RmB50
New Member

downloading vanguard files

Vanguard brokerage accounts downloads DO NOT WORK.. Keeps telling me that "INVALDI SIGNON"  after passing the CAPTA test.. FIX the connection already

BrittanyS
Expert Alumni

downloading vanguard files

If you are having issues signing on when trying to import, follow these troubleshooting steps provided by TurboTax:

 

  • Sign in to your brokerage account and confirm you have enabled third-party access to your account information.
  • Change your password for your online brokerage account, then sign back in to TurboTax and start the import process again using your new password.
  • Double-check that you're entering the right credentials on the import screen. Depending on your institution, you could be asked to enter any combination of username and password, fund number, account number, or document ID number.
  • Check with your brokerage to see if you need to be enrolled in online access in order to import.
  • If you're using TurboTax Desktop, make sure your program is up to date.
  • When signing in to your brokerage account from TurboTax, try entering two extra characters at the end of the password, then delete the extra characters and press enter.
  • If your import issues are specifically related to your Schwab account, these instructions might help.

See the link below for more information:

 

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