Do you or someone else mind sharing how to contact the Transition Team? I probably prefer a hand-holding process... Thanks!Yes, we recently transitioned two mutual fund accounts from the old platform to the brokerage platform. We were helped immensely by first connecting with the Transition Team by phone, where we got a person who walked us through all the applications, signatures, and transition details. This individual even followed up a week later to check that our dividend and capital gain options, cost basis selections, checkwriting and agent authorizations were all in order. Thank you, Nathan!.Apparently it is not uncommon to screw up the transition, so having one's hand held through it, may be advisable. Thanks.
Can't recommend the Transition Team enough. They've been throught this process so many times by now, with so many diverse Vanguard clients, that they know well how to avoid the potential pitfalls.
Statistics: Posted by AQ — Tue Jul 02, 2024 9:53 pm