- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
Transferring accounts to Vanguard
Posted on 8/25/15 at 9:08 am
Posted on 8/25/15 at 9:08 am
What will I need to do? My accounts are currently with Waddell and Reed, but I would like to move to Vanguard.
3
Posted on 8/25/15 at 9:27 am to bawbarn
I want to know this too. My wife has a mutual fund with Columbia Management and it sucks. Her parents bought it for her a long time ago and it's remained stagnant. I'd love to move it into an IRA for her in Vanguard.
Posted on 8/25/15 at 10:00 am to bawbarn
Call Vanguard. They have decent customer service. They helped me transfer some stuff in the past. I remember it being rather simple. Fill out some forms, sign it, mail it in.
800-416-5827
800-416-5827
Posted on 8/25/15 at 10:27 am to ashy larry
Yeah just call. I rolled over 2 403b's from TIAA CREF recently and it took about 20-30 minutes on the phone.
Posted on 8/25/15 at 10:43 am to ashy larry
Sounds easy enough. Thanks guys.
Posted on 8/25/15 at 11:02 am to bawbarn
good move. Welcome to Vanguard!
Page 1 of 1
Popular
Back to top
Follow TigerDroppings for LSU Football News