Account Number Missing

David Larson's Avatar

David Larson

28 Oct, 2016 03:05 PM

Vanguard recently changed its account structure. When I attempt to set up online banking for a certain brokerage account, the scroll down list does not include the new account number. It does include the old account number, but that only allows downloads up to the switch over date which was August 15, 2016. I called Vanguard and they seem to think the missing new account number is a Moneydance issue.

Can you help?

  1. 1 Posted by Ian O on 30 Oct, 2016 04:39 PM

    Ian O's Avatar

    Hi David,

    Sorry to hear of the issue you are experiencing. Can you let me know the version of Moneydance you are using? You can check this within Moneydance by navigating to Moneydance --> About Moneydance.

    Can you try re-creating your connection with your financial institution and see if that fixes the issue that you're seeing? You will need to disable your current connection to your bank and then recreate it using the New Connection button on the Online Banking Setup screen. To do so, you can follow these steps:

    1. Select your bank account in Moneydance

    2. Select the Online->Setup Online Banking button/menu

    3. Click the "Disable" button.  If you don't see a disable button, just close the setup window.

    4. Repeat the previous steps for any additional accounts at the same institution.
    5. Select the Online->Setup Online Banking button/menu (again)

    6. Click the "New Connection" button and select your bank and hit OK
    7. Continue with the setup process, entering your username/password

    Make sure you pick new connection, even though your bank is still one of the connection choices after you disable it. Choosing your bank from the list of available banks will force Moneydance to download the updated information, which should then allow you to connect.

    Please let me know if you continue to have connection problems after recreating your connection.

    Ian O
    Infinite Kind Support

  2. 2 Posted by David & Betty L... on 30 Oct, 2016 06:00 PM

    David & Betty Larson's Avatar

    I tried all of the above including updating to MD2017. Still does not present the latest account number. It shows another pre August 15 account number, so I will try it to see if it solves the problem

  3. 3 Posted by David & Betty L... on 30 Oct, 2016 09:24 PM

    David & Betty Larson's Avatar

    Close discussion

  4. Ian O closed this discussion on 31 Oct, 2016 07:42 AM.

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