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Re: Help needed in setting up an IRA acct -
@Boatnmaniac et al. Your perspective on going directly to the online download has merit. From my perspective, starting in an off-line mode also has merit and I have recommended it in the past. My rat…2 -
Re: Investment Account Moves under a Trust
@r-e-l That is pretty much the path I used with transitioning my Vanguard accounts from Mutual Fund accounts to brokerage accounts. Since your trust accounts at your brokerage are new accounts there,…1 -
Re: Refresh Error After update on Grouping when In Dashboard/Portfolio
I have had the same irritation for years. @Quicken Kristina No, the issue is that when a portfolio view first displays with group by Security Type, the only Types presented are those with non-zero sh…2 -
Re: What to put in when an ETF matures.
Don’t know about a bond ETF but when a real bond matures, you need to sell it. Depending on circumstances and preferences, you might sell it for face value or for cost with interest income making up …1 -
Re: Best practice for moving from manual entry/direct connect to web connect without data loss
As I see it, that Simple mode is a result of a “be careful what you ask for” situation. Perhaps the solution fits some users, but I rarely see posts from them on this site. For the rest of us, it can…1
