I agree, LadyGeek - it's to VG's credit that they're providing feedback, and I will indeed allow them time to troubleshoot.
With that said, however, providing feedback re a process , as opposed to a solution, has limited utility to say the least.
In addition, I am honestly worried... I've had problems in the past with my account and ultimately learned that the problems were tied to their legacy brokerage system - the fact that they integrated their 'old' brokerage system with their newer Mutual Fund system -- and it does create a lot of headaches. Indeed, why do you think I have SIX accounts? Well, because their system requires that I have a separate brokerage account tied to each of my separate mutual fund accounts (taxable, traditional IRA and ROTH). To my knowledge, no other company requires this, and on it goes....
Finally, you may not believe this, but I'm not posting to be difficult (I'd much rather be doing other things). But the fact is: there's at least one other problem with my brother's account, surrounding the function for 'hiding' entire accounts from view, as opposed to hiding specific funds. It's not working either, and I don't think it's too much to ask that the system work. After all, we'e putting our life savings into their hands.
But one thing at a time, so we'll see how it goes with the Grantee issue. Overall, though, my suspicion is that my brother's problems have to do with the fact that he previously had an Employer-based 401(k) plan that was administered by Vanguard, and it appears they may be laying his new individual accounts on top of the old employer-based plan (which is now closed). I'm not sure, of course, but it's all suspect to say the least.
Anyway, I do appreciate the interest, and promise not to post again for 10 business days -- give them time to troubleshoot.