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:
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