Koolau
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
I normally do have her there... but she was out shopping and I thought it would be really easy to talk about the $25 fee they charged... but found out they want to charge another $25 fee since she was not converted to e-delivery... and I cannot change that without her...
I have had too many problems with Vanguard the last few years... my 35 years with them are coming to an end sometime next year ...
If you find that V doesn't meet your needs, by all means, find a company that does. I'm just surprised you would switch because you have to have your DW there when you wish to change her accounts. My gut tells me the other companies will have similar demands though I don't know that for a fact. And what ever irritating issues V has, I'm guessing other "houses" will have different ones - though I don't know for a fact.
I'm still a little PO'd with V about the fees or forcing a switch (which turned out to be a 10 or 15 minute call for all my accounts - and then handing the phone to DW for hers.) It's not what I actually wanted. But the hassle of moving all those accounts to a company I have yet to research provides enough inertia that I won't be doing it. Who knows, they might be WORSE!
Please let us know where you land and how it all w*rks out for you and if they let you handle your DW's accounts without her being present. Heh, heh, my Big Sis (the radical feminist) wouldn't use a company that allowed a spouse to change her accounts - not that she actually has a spouse.
Thanks and best of luck.
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