Outside accounts and downloadable transactions

See answers to questions about our online services that help you consolidate outside accounts and download transactions to personal financial software.

Microsoft Money*

Quicken*

CSV (spreadsheet)

See how you can protect yourself and how we help protect you

See how you can protect yourself and how we help protect you

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*Note that if you're a Vanguard Brokerage client, you'll need to continue using your original alphanumeric account number with Quicken and Money software.