Personal Investments • Vanguard - Transition Joint Living Trust to Brokerage Platform

Hard to understand why they cant use same docs you submitted when opening the original fund accts.

When I asked them that, they said they now need more info than years before (back when our mutual fund accounts were open in the name of the trust).

But now that I think of it, I think we just sent in the same pages again. Maybe we overshared from the beginning(???)

I am not so concerned about oversharing. If you cant trust them, why have an acct there ?

I wasn't worried about giving them too much, I just wanted to give them exactly what they needed in order to streamline the process. In my case I was able to do that and the re-titling and conversion from mutual fund to brokerage process went very smoothly.

Statistics: Posted by FrugalInvestor — Mon Jul 29, 2024 9:53 am — Replies 9 — Views 711

---