Transfer Acct for downloads

makurat's Avatar

makurat

19 Jul, 2015 05:37 PM

What determines the "Transfer" account for Buy/Xfer. SellXfr transactions using the online download? My Vanguard transfers show my regular checking account. It should be another Vanguard account.

  1. 1 Posted by Scott Meehan on 21 Jul, 2015 06:01 PM

    Scott Meehan's Avatar

    Hi Makurat,

    The destination account for transfers actually defaults to the first account, alphabetically listed, in your account list. You can change any transaction manually to go into another account, if you'd like. Alternatively, you can rename the proper destination account to be the first listed alphabetically in your account list (by adding AA to the beginning of the name, for example) and the transfers will default to the proper account then.

    I hope that helps! Please let us know if we can be of further assistance!

    Scott Meehan
    Infinite Kind Support

  2. 2 Posted by makurat on 21 Jul, 2015 09:17 PM

    makurat's Avatar

    Scott -

    This isn't the answer I was hoping for. I have multiple Vanguard
    accounts where the money market fund is a different account then the
    brokerage account and there are transfers between the two.

    Ideally I would have been able to tie pairs of Vanguard accounts together.

    However, I think I have figured out a way to make this work, at least,
    it is worth a try.

    Thanks.

  3. 3 Posted by Scott Meehan on 22 Jul, 2015 05:40 PM

    Scott Meehan's Avatar

    Hi Makurat,

    I'm sorry that I don't have better news, but I'm glad to hear that you've potentially found a work around.

    Please let us know if we can be of further assistance!

    Scott Meehan
    Infinite Kind Support

  4. Scott Meehan closed this discussion on 22 Jul, 2015 05:40 PM.

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