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Vanguard - Pennsylvania, Valley Forge - Bad service

Posted:    Ken
Complaint Rating:  95 % with 20 votes
Vanguard, "the people's mutual fund firm" has made it astonishingly difficult to roll over IRA funds from another institution into Vanguard. That their standard IRA rollover forms stipulate a "guaranteed signature" at the end (but which isn't really required, as I discovered after I called a Vanguard rep several weeks ago), was just the beginning of the roadblocks. The absolute worst is that, on receipt of my rollover funds, Vanguard co-mingled them with non-IRA funds in an already-existing Vanguard money market account, even though my intent in the filled-out rollover...
Complaint comments Comments Complaint country United States, Pennsylvania, Valley Forge Complaint category Products & Services

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