Anyone hold both business and personal accounts at vanguard?
I’ve held all my account at Tdameritrade for 20 years. I have been making use of the zero-commission vanguard etf until they just discontinued that program this winter.
So.... I started moving accounts to vanguard proper, and hitting two problems....
1 - apparently, I am told there is no way I would be able to log in with one account and see the cumulative balance of all accounts for myself and my wife simultaneously.
2 - I am told vanguard does not permit holding vanguard etfs in their 401k account, so I will be forced to liquidate my etfs.
Can anyone comment on either of these situations, and how you dealt with them?
I’ve held all my account at Tdameritrade for 20 years. I have been making use of the zero-commission vanguard etf until they just discontinued that program this winter.
So.... I started moving accounts to vanguard proper, and hitting two problems....
1 - apparently, I am told there is no way I would be able to log in with one account and see the cumulative balance of all accounts for myself and my wife simultaneously.
2 - I am told vanguard does not permit holding vanguard etfs in their 401k account, so I will be forced to liquidate my etfs.
Can anyone comment on either of these situations, and how you dealt with them?