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Vegas79
Level 1
February 18, 2020
Question

Vanguard Import Error

I'm trying to import from Vanguard but keep getting an "account not found Error"  My wifes info imported fine and I can log into Vanguard using the same id/pass.

 

Any Ideas?

      9 replies

      Irene2805
      Alumni - Intuit
      February 18, 2020

      Vanguard has two options:

      • Vanguard Group - Brokerage Account
      • Vanguard Group - Mutual Fund Accounts

      Some customers have had success using Brokerage instead of Mutual Fund or vice versa.

      rkmausibm
      Level 2
      February 18, 2020

      I have two accounts, mutual funds and brokerage.     These two separate accounts have separate ID and password.        The mutual funds account works fine in importing, but brokerage one keeps failing.      I already talked to Vanguard and after lengthy investigation, they determined the problems are with TurboTax.

       

      Any comments from Turbotax?

        kingroller1
        Level 2
        March 26, 2021

        I'm having the same issue

        abex1
        Level 2
        January 29, 2022

        You need to use Brokerage, not Mutual Funds.

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