I just got off with Spencer from Vanguard. I am new to the brokerage account process. I had many questions, some that needed answers repeated twice. He was respectful and patient through the whole process. I never felt rushed. He directed me step by step through the website so I could correct my mistakes. He was knowledgeable, ...
Had an appointment to talk to an advisor today at 1pm. Advisor never called - I called them back and asked cust. Rep. (Jim McD) why they didn't call me? His answer was that my case was closed in their system? Tried to re-scedule another appt. - was told by rep. I had to wait 10 days to get another call back. When I told this ...
What code do you want? I called phone # on statement and was asked for code twice and then you (vanguard) hung up. What happened to your service? Why can't I reach my accounts. You people used to be helpful. ...
It took four tries, and 3 trips to the notary public, to get an account transferred and online. Even the agents were not clear on which forms I needed (not to mention what the forms were requesting). I never had this problem at Fedelity. ...
In trying to transfer my IRA account OUT of Vanguard, I received every excuse possible why they only transferred half of my account out. Then they took the position that they could keep my money for up to 30 days! I spent hours 'on hold' - including being put on hold for 30 minutes before I gave up on anyone coming back. ...
From reading other reviews, Vanguard is in the habit of freezing accounts for no reason and keeping their investors money. I was trying to make a change and provided ALL of the documentation they requested. Once that was done, they tell me that their customer service rep gave me incorrect info and the documentation I sent made ...