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Learn how to add my brokerage account to my trust, and do it.


 

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    catattack loves the Fall!

    I received the forms through an email attachment from Vanguard. 17 months ago

    There are two of them. I now have to:

    (1) Fill them out.
    (2) Take them to a bank and have them certified.
    (3) Copy them and mail the originals.

    Unfortunately, there are no brick-and-mortar offices of Vanguard. “But our customer service reps are standing by 24-hours-a-day to help you if need be.” Not helpful.



    catattack loves the Fall!

    I sent an email to the broker... 17 months ago

    and asked (1) What forms do I need, and (2) do you have a brick-and-mortar so I could walk in and get this done?

    I also found the trust docs, and added the account numbers from my brokerage accounts.




     

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