![]() See Why doesn't my balance match what's shown on ? for more information. Note: Your account balance may show with a higher or lower value than on Vanguard's website. Accounts with transactions that need to be accepted will have a dot next to their name. To view and accept the transactions, click the Online menu and choose Download Transactions.Enter your PIN ( password) for each Vanguard user name you're downloading and click Update Now.Click the One Step button in the Quicken toolbar.Delete the existing Customer ID (all zeroes) and enter your Vanguard user name as the Customer ID.Īfter setting up your accounts, you'll need to download transactions using the One Step Update process:.(If you're unable to select Direct Connect, click Cancel and update your financial institution list.) Change the Download Transactions menu from not enabled to using Direct Connect. As Achieve Financial Credit Union completes its NEW online banking system conversion, you will need to modify your Quicken settings to.Click the same account you just disabled in the Accounts window, then click Edit.Click OK when prompted that you're about to disable online services.Change the Download Transactions menu from via website to not enabled.Click the account you wish to change to Web Connect.Choose the Lists menu in Quicken, then choose Accounts.If you've been downloading account information from using the Quicken Web Connect process and you want to switch to Direct Connect: We recommend, therefore, that you back up your data file before downloading transactions. Note: Backing out of changes in Quicken can be difficult. How do I switch to Quicken's Direct Connect?
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