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re: What are the steps of leaving Edward Jones and moving to Vanguard?
Posted on 12/22/16 at 3:46 pm to rpg37
Posted on 12/22/16 at 3:46 pm to rpg37
Vanguard's website and customer service phone number will walk you through what you need to do. Basically, open an account, obtain account number, instruct EJ to close account and to send check to VG for deposit. They'll help you make sure it remains "roth" money. Good call!
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