Menu
Register
Write a review File a complaint
CB Investment, Insurance and Financial Review of Vanguard Ira Department
Vanguard Ira Department

Vanguard Ira Department review: Direct transfer trustee to trustee

L
Author of the review
6:37 pm EST
Featured review
This review was chosen algorithmically as the most valued customer feedback.

Faxed forms for direct transfer to vanguard to transfer entire amount and close account to a new finance institution on 2/8/2023. On 2/27/2023, aprox. 4pm central time. I called vanguard inquiring about the transfer. The vanguard rep stated that the transfer was incomplete. So, pulled the fax copy that I sent and went through with the vanguard rep on the line. There are no incomplete lines left and the form is signed where it should be. The vanguard rep the proceeded to bring up varies options for withdrawals, transfers, rollovers etc. To the point that I had to stop several time to remind him that I needed to do a "direct transfer, trustee to trustee' of the entire amount to close account period. But he keep bringing up other stuff. To the point that I had to hang up. Now I am sending you a demand letter. In this demanding letter there is 10 day from receipt to right the wrong that has been committed. If on the 10th day that this is not cleared. I am filing legal action to have vanguard appear in court with me and explain to me why this has not been taken care of in a timely fashion.

Lauro carrasco, [protected]@gmail.com, [protected]

Desired outcome: see above

0 comments
Add a comment
Trending companies