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Thank you for the information. Monday, I too will contact Monique Burnette. I do not understand why the people I spoke with, including my Flagship Rep., were unaware of the problems.@Mona , I've noticed that Vanguard is using Yodlee to authorize funds transfers from other brokers, like Schwab and I brought up to their management that there is a problem on their site with Yodlee.
Anyways, I was able to escalate the issue to their Executive Team and got a hold of Monique Burnette, Executive Correspondent, 888-888-7062, Ext. 66110 on business days between 8:00 a.m. and 4:30 p.m., Eastern time Hope it helps, but I always submit the issues in writing.
Do you mean like this one (link is to a capture of Scottrade's login page from June 25, 2004)?Vanguard's website for brokerage clients is poorly designed and inefficient.
The "look and feel" reminds me of websites from the late '90s or early aughts!
wealthtrack-Insight_Cornering_the_Market_08.21.pdfAre we in a new Treasury bond bull market? New this week is an insightful report, “From cornering the market to backed in a corner” from Michael Contopoulos, Director of Fixed Income at Richard Berstein Advisors. The RBA team has generously agreed to share it with our viewers
For years I have used Yodlee on Vanguard to aggregate my Schwab account. Worked great. For the past few months, I can't get it to refresh and update. It seems that 2FA is the problem. I can't even get Vanguard to acknowledge that there is a problem, although they can clearly see that my refresh failed! They are too busy paying their employees $1,000 each to get vaccinated instead of concentrating on their clients needs.Morningstar must still be asleep this morning...
Yep. And they joined the ranks of Vanguard.
Morningguard? Vangstar?
Yes, same here, it says to call.I believe that you can buy the fund through Fidelity BUT.....
There is a transaction fee and this alert on the Fidelity site:
"Please call a Fidelity Representative at 1-800-544-6666 to buy this fund."
At least that's the info I received when I searched the fund. Also search (research) the fund by its name and not its ticker symbol. For whatever reason Fidelity acts like it's nonexistent if you use the latter.
Hi catch 22,Hi @Ben
Do you have an investment account at Fidelity and/or have experience with their inclusive brokerage feature?
Thank you.
@sfnative, I'm at Fidelity, which offers a sort of secondary I share class for at least some Pimco funds, the I-3 class. Those are intermediate between the "normal" I shares and A shares, with ER's in between I and A, and low minimums (used to be $2,500, now apparently no minimum), with a TF, for the ones I've checked or invested in at Fido.AndyJ -- you might now be able to get those Pimco institutional funds at Schwab with only a $2,500 minimum. That's the case for PIMIX, anyway.
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