Vanguard Brokerage Account Reviews

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Has kept personal IRAs and brokerage accounts at Vanguard and finds its online interface just OK, similar to Fidelity's.

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Retitled a joint taxable Vanguard account into a trust and found it a simple, logical process with no issues.

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Has several trusts at Vanguard and says it has been nothing but easy, including using a trust account as escrow for an estate.

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Left Vanguard after changing a trustee on a special-needs trust account meant hoop after hoop of shifting requirements and a rejected notarization.

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As trustee of trusts with Vanguard accounts reports no problems specific to the trust accounts.

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Finds Vanguard's service terrible now, especially for getting money out, with a 401k transfer taking two months as Vanguard kept changing things.

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Cannot recommend Vanguard after a SEP IRA transfer into a company 401k sat for over a month, calling the process ridiculous with terrible service and poor communication.

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Found moving trust assets through Vanguard's Change of Ownership department a difficult experience and recommends naming beneficiaries to avoid it.

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Settling a parent's estate, found the Vanguard accounts with named beneficiaries super easy, needing only a death certificate and beneficiary details, versus a harder trust.

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As executor twice, found Vanguard's transfer-on-death process painless and quick, with Vanguard walking beneficiaries through it.

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Uses Schwab, Vanguard and Fidelity and finds Vanguard easily the worst of the three.

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They have invested in fractional shares through automated purchases at Vanguard for a long time and file their own taxes without trouble, skipping contributions around holidays and vacations.

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Finds Vanguard's dashboard lackluster and confusing about yearly returns, using it mainly to move investments around because of free transactions.

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Asked to transfer half an account's cash to Vanguard but Vanguard took all of it, citing an abandoned earlier transaction, and keeps Vanguard as a rainy-day account.

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Trying to move money out of Vanguard and finds it taking forever to authenticate the bank account for the transfer.

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Found opening and funding an LLC account at Vanguard too complicated, needing a notarized form and a custom bank letter, unlike Fidelity.

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Finds Vanguard old-school and avoids trading there, but values its mutual funds as the ultimate set-it-and-forget-it.

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Finds Vanguard trading glitchy, with two holdings restricted from online trading and a phone representative they described as limited and rude.

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Vanguard accounts never showed rate-of-return percentages and customer service called it a site-wide issue; after several calls and tickets it was fixed for one account.

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Has held a large balance at Vanguard without seeing a need for an advisor or being pushed beyond occasional emails.