May 10, 2018 I submitted a request to rollover my former company sponsored plan to my IRA. The other plans I consolidated completed the process within one business week. Vanguard as I write this is now over 1 month for a simple rollover request. The first and second…
He wasted my time. I asked him about the funds Total Bond Market index Fund and he said they are the same. I said they aren’t, the US obligations are different (that is why I called him to start and clearly stated that). I spent over a half hour on this issue and when…
Update by user Apr 28, 2018 This was done through an employment retiremen account so I don’ have much details until vanguard can at least tell me which employer is it. I just have a letter and check number. Original review posted by user Apr 27, 2018 I received a letter from vanguard stating that i have...
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I was so excited to start with Vanguard BUT got a young, arrogant, pushy, hard line company advisor. Was forced into Mutual Index Funds when I wanted some ETF’s, Dumped all my money on a day I didn’t want it to go in (the market was tanking), and wouldn’t even let me cost average in. His reason...
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Has anyone else had problems filing a W8 form? We filed in forms last year for 2018. All Our accounts showed “certified”. They then withheld 24% tax because they did not have a W8 on file. Each time we call we get a different response. Within the space of 5 days we have had confirmation of certification...
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