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Message
Transferring accounts from Ed Jones to Vanguard questions
Posted on 7/28/15 at 1:30 pm
Posted on 7/28/15 at 1:30 pm
I currently have two accounts with Edward Jones.
1.My wife's IRA
2. a Roth I just recently started
My question is I want to transfer both of them over to Vanguard after realizing Im paying more for something I could do myself. However my Roth only has a balance of $500. Is there anyway to get around the $1,000 minimum with Vanguard. Or do I need to deposit $500 into the Edward Jones then turnaround and do an account transfer?
Which would be the better way?
1.My wife's IRA
2. a Roth I just recently started
My question is I want to transfer both of them over to Vanguard after realizing Im paying more for something I could do myself. However my Roth only has a balance of $500. Is there anyway to get around the $1,000 minimum with Vanguard. Or do I need to deposit $500 into the Edward Jones then turnaround and do an account transfer?
Which would be the better way?
4
Posted on 7/28/15 at 2:20 pm to geauxcats10
Have you tried calling and speaking to them ? especially since the total of all the accounts is more ?
Posted on 7/28/15 at 2:36 pm to geauxcats10
So you really can't do it better by yourself?
Posted on 7/28/15 at 2:50 pm to geauxcats10
Call Vanguard. Every time I've transferred an IRA or 401k to them the customer service rep handled the majority of the work and I only needed to sign a couple forms.
Posted on 7/28/15 at 3:04 pm to geauxcats10
quote:
Is there anyway to get around the $1,000 minimum with Vanguard. Or do I need to deposit $500 into the Edward Jones then turnaround and do an account transfer?
Which would be the better way?
You don't need to transfer it to EJones and then to Vanguard....you can simply give the cash portion to Vanguard & roll over the funds from EJones. Think of it as transferring the $1,000 minimum split between two different accounts to Vanguard (cause that's what it is).
Posted on 7/28/15 at 6:29 pm to iknowmorethanyou
quote:
So you really can't do it better by yourself?
Of course he can. Everyone can according to the money board.
Posted on 7/28/15 at 6:30 pm to Janky
Laffy.
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