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Vanguard Doesn't Want me.........
Old 11-19-2007, 11:26 AM   #1
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Vanguard Doesn't Want me.........



I tried to set up an online account for funds I'm setting aside for tax purposes.

When I went to register, they told me my information was "incorrect"...........

Funny, I put in my NAME, last 4 digits of my SS, hometown, etc.

So they want me to call them for help.........I never had an account with them before so I maybe they are deciding if they want me or not..........
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Old 11-19-2007, 11:29 AM   #2
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I tried to set up an online account for funds I'm setting aside for tax purposes.

When I went to register, they told me my information was "incorrect"...........

Funny, I put in my NAME, last 4 digits of my SS, hometown, etc.

So they want me to call them for help.........I never had an account with them before so I maybe they are deciding if they want me or not..........

Call them and experience firsthand some of Vanguards very nice customer service.
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Old 11-19-2007, 11:33 AM   #3
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Call them and experience firsthand some of Vanguards very nice customer service.
We'll see.........after various "situations" I had with TIAA-Cref, my expectations are quite low...........
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Old 11-19-2007, 11:37 AM   #4
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Funny, I put in my NAME, last 4 digits of my SS, hometown, etc.
If you included "occupation", you're screwed...
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Old 11-19-2007, 01:13 PM   #5
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If you included "occupation", you're screwed...
Everyone's a comedian..........
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Old 11-19-2007, 01:21 PM   #6
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Everyone's a comedian..........
They are very good judges of charachter.
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Old 11-19-2007, 01:36 PM   #7
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They are very good judges of charachter.
I feel discriminated against.......where's Al Sharpton?
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Old 11-19-2007, 01:47 PM   #8
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I feel discriminated against.......where's Al Sharpton?
He will only help you if you are black.... are you? If so... call away...

But then again, I think he like police cases better... more time on the small screen for him.
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Old 11-19-2007, 02:03 PM   #9
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He will only help you if you are black.... are you? If so... call away...

But then again, I think he like police cases better... more time on the small screen for him.
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Old 11-19-2007, 03:24 PM   #10
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Not sure if it is related, but Vanguard seems quite security conscious. For instance, I still can't access DW's Vanguard account from my computer, even with knowing the answers to her security questions. No problem from her computer. :confused:
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Old 11-19-2007, 04:18 PM   #11
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Not sure if it is related, but Vanguard seems quite security conscious. For instance, I still can't access DW's Vanguard account from my computer, even with knowing the answers to her security questions. No problem from her computer. :confused:
You need to get her to send in a form that will link your accounts... my BIL did it so he could view their whole portfolio..
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Old 11-19-2007, 05:46 PM   #12
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I tried to set up an online account for funds I'm setting aside for tax purposes.

When I went to register, they told me my information was "incorrect"...........

Funny, I put in my NAME, last 4 digits of my SS, hometown, etc.

So they want me to call them for help.........I never had an account with them before so I maybe they are deciding if they want me or not..........
I set up my Roth with them in 2006, and then set up a taxable account recently as well. I had no problems like that! I access both accounts by logging in from either work or home. I have never talked to them on the phone about anything. After reading of your troubles, I cannot explain it except that maybe I'm just a super SPECIAL person...
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Old 11-19-2007, 05:51 PM   #13
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TIAA-CREF probably warned them ...
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Old 11-19-2007, 08:55 PM   #14
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Seriously, is it because you are licensed? Did you get a 407 letter?
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Old 11-19-2007, 09:40 PM   #15
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TIAA-CREF probably warned them ...
Somebody from here or the Diehards probably ratted you out.
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Old 11-19-2007, 09:54 PM   #16
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Old 11-19-2007, 11:17 PM   #17
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Seriously, is it because you are licensed? Did you get a 407 letter?
No..............I guess it's not meant to be............
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Old 11-20-2007, 07:57 AM   #18
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No..............I guess it's not meant to be............
Just go with a broker and pay the 1.5%.



j/k
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Old 11-20-2007, 08:43 AM   #19
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Just go with a broker and pay the 1.5%.
j/k
I did it with Fido, they didn't have an issue with it................
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Old 11-20-2007, 09:16 AM   #20
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Actually I had issues when I first attempted to open a Vanguard account. They use one of those software packages that asks a couple of "intelligent" questions to confirm that you are who you say you are. Unfortunately I live in a very "weird" section of Houston. I'm physically in one city, live in two counties, receive city services from another city (that doesn't have a Post Office) and my mailing address is a third city. The "intelligent" software asked me a question that it didn't know the answer too. Next thing I know I'm being told I have to print out and send in my app; then it gets rejected because I don't have a "gold signature" (or something like that); then I cancel that app and start over ... success!

I was really getting frustrated, but I really wanted access to Vanguard funds. Since then (about 1 year now) no issues and find the website pretty friendly.

t.r.
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