pb4uski
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
sorry , but the statement being needed is a sec rule not jpm .
it is right here in the sec rules on their website .
https://www.sec.gov/reportspubs/inve...ctxferhtm.html
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right from securities & exchange commission website under how to avoid delays of acat transfers ..
Review the Form Carefully
As you start filling in the transfer form, review the account statement from your old firm where your account is held. All firms require you to attach a copy of your most recent account statement to the transfer form.
The link that you posted leads me to "Oops! We can't find this file".
The instructions that you posted require "a copy of your most recent account statement". So fill out the form and attach the most recent account statement... if you get statements only electronically then print out the most recent one available to you on the Vanguard website... if you get paper statements then give them the most recent one. If March 31 is the most recent statement available, so be it.... include a note explaining that it is the most recent account statement. If JPM is insisting on somethig that does not exist, then shame on them.
Seems to me that you like to complain about Vanguard more than you like solving the problem.