Vanguard Mutual Funds "Upgrade" to Brokerage - how does Quicken handle this?
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I have several mutual funds, money market, IRA, and one stock through Vanguard. I’m able to track each account in my Quicken program.
If I decide to upgrade to their Brokerage format, it looks like all my accounts are lumped together in Vanguard, does anyone know how Quicken handles this?
I’m assuming that in Quicken I’ll have a (one) new account with everything from Vanguard in it? (and then I’ll lose all my transaction history too).
