re: What are the steps of leaving Edward Jones and moving to Vanguard?

Bump..

I'm not the OP but I finally made the transition from EJ to Vanguard. It was a transfer-in-kind, so now I have my shares of four different American Funds Class C mutual funds sitting in my Vanguard account. I want to exchange them all for a target date retirement fund for now (VFFVX).

For those who have made the switch, is it as simple as clicking "Exchange" on the balances and holdings page? Or do I need to click "sell" and buy the target date fund with cash? How long does the entire process take? Sorry for the basic questions.. first time doing this myself. TIA