IRA Rollover, Problem with setting up new account, Q05?

Aug 11, 2005 2 Replies

In rolling over to a new Vanguard Windsor account, I've discovered that the new Q05 account I created by:



- Cash tranfer from old to new Vanguard account.



- Then buy WindsorII shares from cash. does not appear or behave like the previous Q99 accounts I migrated.



Specifically, the little folder next to the account is closed (not open like others), and doesn't show the shares of WindsorII like the other Q99 accounts......see:

formatting link
Further, since the WindsorII shares don't appear under the account, I cannot pull up the historical NAVs by double clicking on the shares.



Since this is my first attempt in Q05 to set up a new account, did I overlook something?



Thanks in advance for any help you can offer. Cheers, Jim


Sort of. Clicking on that little folder will open it, just like the others. And I think if you exit Quicken with that folder open, it should be open next time you open Quicken.

Hi John,

I'm a bit red-faced....thought I'd tried clicking on the folder icon before, but must have been the account. Pretty simple. Thanks for being there!

Cheers, Jim

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