tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/242-vanguard-trust-accountInfinite Kind: Discussion 2015-07-21T17:57:16Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/374220642015-07-19T17:59:12Z2015-07-19T17:59:12ZVanguard Trust Account<div><p>I found out why I wasn't seeing the new accounts. I had not
entered my password so I only saw the old accounts.</p>
<p>However, all the items in one of the old account were
transferred to the Trust account. I thought I could just change the
account number using the online setup screens. But when I try to
update the account no transactions are found.</p>
<p>Should this work or do I have to create a new Moneydance
Account?</p></div>makurattag:infinitekind.tenderapp.com,2009-01-14:Comment/374220642015-07-20T12:39:00Z2015-07-20T12:39:00ZVanguard Trust Account<div><p>Hello,</p>
<p>I'm not sure I entirely follow your latest update. Are you
saying that you can download from the account that you want to from
Vanguard, but it is going into the incorrect account in Moneydance?
If so, it is likely that this is a mapping issue. Your accounts are
not mapped properly (in other words, one or more online accounts
are pointing to your accounts in Moneydance incorrectly).</p>
<p>To fix this, open the affected account, go to Online -> Set
Up Online Banking, and click on the Disable button. Repeat for all
other affected accounts. Then you will need to re-enable them one
by one using the same menu. Once you have entered your ID and
Password for an account, click Ok and wait (do not click next). You
need to see a window that will display - <em>Please choose the
account you wish to use</em> - which are your accounts listed in a
drop down list. If you bypass this window - your Moneydance account
will map to the first account on this list. Sometimes you will need
to just wait for this window to pop-up as it can take several
seconds.</p>
<p>If I've misunderstood what's happening, could you please try to
explain it again in a bit more detail?</p>
<p>Ethan<br>
Moneydance Support</p></div>Ethantag:infinitekind.tenderapp.com,2009-01-14:Comment/374220642015-07-20T20:26:32Z2015-07-20T20:26:32ZVanguard Trust Account<div><p>Your email gave me the information I needed. I was not disabling
the<br>
old online account data. I thought I could just change it. When I
first<br>
disable and then set it up again as new it works perfectly.</p>
<p>I hope I get as useful a response from my other request (source
of the<br>
transfer account fo buy/xfr and sell/xfer)!</p>
<p>Thanks.</p></div>makurattag:infinitekind.tenderapp.com,2009-01-14:Comment/374220642015-07-21T17:57:11Z2015-07-21T17:57:11ZVanguard Trust Account<div><p>Hi Makurat.</p>
<p>We're happy to help! Please let us know if we can be of further
assistance!</p>
<p>Scott Meehan<br>
Infinite Kind Support</p></div>Scott Meehan