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Personal Investments • Only one portion of two-part Vanguard sale+transfer to bank account came through, despite confirmation?

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Call. Good thing you saved your confirmation
Indeed! I rarely do that but I think in this case it was the first time I'd placed such a transaction and I just thought I might want to review the confirmation later. But I actually saved the screenshot to a temporary holdings folder I routinely delete.

So the Vanguard rep could see no evidence of the MMF transaction, but I was able to upload the screenshot and then they understood the issue. They are putting in a repair ticket. Sanitized screenshot below.

But I did notice something quite interesting on the web confirmation. The SHARES for the MMF show $8500, but the AMOUNT shows "($0.00)". I never would have noticed that if I wasn't closely describing my confirmation to the rep when explaining the problem. But it's clear something didn't go right. On their end they can't see any evidence of an $8500 attempt. That is, they can't see the same confirmation I was shown. The only mapping they have from my confirmation number at the top of that screen goes to only the Total Market transaction on their side.

Side note: the rep was responsive, pleasant, and capable. :) I was notified of a 20 minute wait, and the system offered to call me back and did so in 15 minutes. All of my recent experiences have been the same, actually I would say "above and beyond" with respect to my customer service interactions.

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Statistics: Posted by neurosphere — Mon Aug 26, 2024 2:49 pm — Replies 4 — Views 192



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