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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.
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!
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