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Level 1

Question

Vanguard Import Error

Forum|Forum|6 years ago
February 18, 2020
2 replies
8 views

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?

Level 15

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.

Level 2

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?

Level 2

I'm having the same issue

Level 2

You need to use Brokerage, not Mutual Funds.