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Vanguard Doesn't Want me.........
11-19-2007, 10:26 AM
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#1
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Aug 2006
Posts: 12,483
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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.......... 
__________________
Consult with your own advisor or representative. My thoughts should not be construed as investment advice. Past performance is no guarantee of future results (love that one).......:)
This Thread is USELESS without pics.........:)
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11-19-2007, 10:29 AM
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#2
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Thinks s/he gets paid by the post
Join Date: Oct 2007
Location: Willamette Valley, Oregon
Posts: 1,979
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 Quote:
Originally Posted by FinanceDude
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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Call them and experience firsthand some of Vanguards very nice customer service  .
__________________
Dreams Worth Dreaming are Dreams Worth Planning For. I Spent a Career Planning for Early Retirement.
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11-19-2007, 10:33 AM
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#3
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Aug 2006
Posts: 12,483
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Quote:
Originally Posted by RetireeRobert
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...........
__________________
Consult with your own advisor or representative. My thoughts should not be construed as investment advice. Past performance is no guarantee of future results (love that one).......:)
This Thread is USELESS without pics.........:)
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11-19-2007, 10:37 AM
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#4
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2002
Location: Texas: No Country for Old Men
Posts: 50,021
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Quote:
Originally Posted by FinanceDude
Funny, I put in my NAME, last 4 digits of my SS, hometown, etc.
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If you included "occupation", you're screwed...
__________________
Numbers is hard
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11-19-2007, 12:13 PM
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#5
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Aug 2006
Posts: 12,483
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__________________
Consult with your own advisor or representative. My thoughts should not be construed as investment advice. Past performance is no guarantee of future results (love that one).......:)
This Thread is USELESS without pics.........:)
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11-19-2007, 12:21 PM
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#6
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Thinks s/he gets paid by the post
Join Date: Oct 2004
Location: LaLa Land
Posts: 4,698
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Quote:
They are very good judges of charachter. 
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11-19-2007, 12:36 PM
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#7
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Aug 2006
Posts: 12,483
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I feel discriminated against.......where's Al Sharpton? 
__________________
Consult with your own advisor or representative. My thoughts should not be construed as investment advice. Past performance is no guarantee of future results (love that one).......:)
This Thread is USELESS without pics.........:)
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11-19-2007, 12:47 PM
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#8
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: May 2005
Posts: 17,237
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Quote:
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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11-19-2007, 01:03 PM
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#9
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Aug 2006
Posts: 12,483
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__________________
Consult with your own advisor or representative. My thoughts should not be construed as investment advice. Past performance is no guarantee of future results (love that one).......:)
This Thread is USELESS without pics.........:)
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11-19-2007, 02:24 PM
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#10
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Mar 2007
Posts: 14,328
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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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11-19-2007, 03:18 PM
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#11
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: May 2005
Posts: 17,237
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Quote:
Originally Posted by travelover
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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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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11-19-2007, 04:46 PM
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#12
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Moderator Emeritus
Join Date: Jan 2007
Location: New Orleans
Posts: 47,500
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Quote:
Originally Posted by FinanceDude
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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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... 
__________________
Already we are boldly launched upon the deep; but soon we shall be lost in its unshored, harbourless immensities. - - H. Melville, 1851.
Happily retired since 2009, at age 61. Best years of my life by far!
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11-19-2007, 04:51 PM
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#13
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Thinks s/he gets paid by the post
Join Date: Apr 2006
Posts: 1,490
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TIAA-CREF probably warned them ...
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11-19-2007, 07:55 PM
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#14
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Thinks s/he gets paid by the post
Join Date: Feb 2005
Posts: 2,032
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Seriously, is it because you are licensed? Did you get a 407 letter?
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11-19-2007, 08:40 PM
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#15
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Moderator Emeritus
Join Date: Dec 2002
Location: Oahu
Posts: 26,860
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Quote:
Originally Posted by d
TIAA-CREF probably warned them ...
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Somebody from here or the Diehards probably ratted you out.
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Co-author (with my daughter) of “Raising Your Money-Savvy Family For Next Generation Financial Independence.”
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11-19-2007, 08:54 PM
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#16
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Gone but not forgotten
Join Date: Aug 2006
Posts: 6,924
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Sung to the tune: "Indiana Wants Me"
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"Knowin' no one nowhere's gonna miss us when we're gone..."
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11-19-2007, 10:17 PM
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#17
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Aug 2006
Posts: 12,483
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Quote:
Originally Posted by saluki9
Seriously, is it because you are licensed? Did you get a 407 letter?
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No..............I guess it's not meant to be............ 
__________________
Consult with your own advisor or representative. My thoughts should not be construed as investment advice. Past performance is no guarantee of future results (love that one).......:)
This Thread is USELESS without pics.........:)
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11-20-2007, 06:57 AM
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#18
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Mar 2007
Posts: 14,328
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Just go with a broker and pay the 1.5%.
j/k
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11-20-2007, 07:43 AM
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#19
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Aug 2006
Posts: 12,483
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Quote:
Originally Posted by travelover
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................
__________________
Consult with your own advisor or representative. My thoughts should not be construed as investment advice. Past performance is no guarantee of future results (love that one).......:)
This Thread is USELESS without pics.........:)
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11-20-2007, 08:16 AM
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#20
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Recycles dryer sheets
Join Date: Oct 2007
Location: Sugar Land
Posts: 265
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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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