Frustrating for sure and more frustrating that it takes days for the work order to fix the problem. Good news they were able to execute the transfer over the phone. Do you think you will ever find out what happened from VG?Yes, the linked bank account is jointly owned by the mother-in-law and my wife, titled the exact same way as the brokerage account is.OP: Is the linked bank account jointly owned by your wife and her mother? If not, I wonder if Vanguard is disallowing a transfer from a joint acct (brokerage) to a differently-titled account.
Statistics: Posted by S_Track — Tue Jul 30, 2024 1:15 pm — Replies 48 — Views 4207