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#1 Posted : Sunday, March 31, 2019 12:16:35 PM(UTC)

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Can MyIclub and the TaxPrinter import the financial information from the Vanguard and Vanguard Broker sites, if yes how is it done.

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#2 Posted : Monday, April 1, 2019 4:07:38 AM(UTC)

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Myiclub brings in broker data via the BrokerSync function. Setting this up is done by clicking the BrokerSync link in the Utilities section.
Right now Vanguard Broker is not one of the brokerage houses from which Myiclub can import data. Folio FN and TDAmeritrade data can be imported while Schwab and Fidelity are in beta mode.

Russell Malley
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