Jay,  I looked over the info you forwarded but have decided to just buy two mutual  funds.
Unless you have a better suggestion, buy APGCX and MCGTX.
And I  really mean it when I say if you have a better suggestion let me know.
It  looks like the transfers worked properly.
But are the automatic purchases of  mutual funds in place?
I don't see the activity on the web page.
Lastly,  and I think this is just administrative stuff, Kristi's Roth IRA does not  show up on the web or on the statements we receive in the mail.
Thanks.
DG

Accounts
Jay, I looked over the info you forwarded but have decided to just buy two mutual funds.
Unless you have a better suggestion, buy APGCX and MCG<STATE>.
And I really mean it when I say if you have a better suggestion let me know.
It looks like the transfers worked properly.
But are the automatic purchases of mutual funds in place?
I don't see the activity on the web page.
Lastly, and I think this is just administrative stuff, Kristi's Roth IRA does not show up on the web or on the statements we receive in the mail.
Thanks.
DG
let know looks kristi roth ira unless better suggestion stuff activity web page worked properly automatic purchases mutual funds buy apgcx mcg statements receive mail