I have a taxable account with + $ 1 million - Revocable Trust at Vanguard ,
In an attempt to consolidate at Fidelity I had completed the transfer of assets form from Vanguard at the local Fidelity Branch Office.
Fidelity Rep says Vanguard is not releasing the assets as they say the wording of the Trusts are different at Vanguard than at Fidelity.
I have only one trust & I submitted the same trust papers to both Vanguard & Fidelity.
I do not know what to do, Fidelity Rep. says they are on the job, but Vanguard is not allowing the transfer.
Your thoughts, what avenues do I have ?
In an attempt to consolidate at Fidelity I had completed the transfer of assets form from Vanguard at the local Fidelity Branch Office.
Fidelity Rep says Vanguard is not releasing the assets as they say the wording of the Trusts are different at Vanguard than at Fidelity.
I have only one trust & I submitted the same trust papers to both Vanguard & Fidelity.
I do not know what to do, Fidelity Rep. says they are on the job, but Vanguard is not allowing the transfer.
Your thoughts, what avenues do I have ?