Comments on: Moving Part of My Roth IRA to Vanguard http://www.thesunsfinancialdiary.com/personal-finance/moving-part-of-my-roth-ira-to-vanguard/ Fri, 20 Nov 2009 19:09:54 -0800 http://wordpress.org/?v=2.8.6 hourly 1 By: Finally, My IRA Transfer is Completed - The Sun’s Financial Diary - Accumulating wealth is like building The Great Wall, one brick at a time http://www.thesunsfinancialdiary.com/personal-finance/moving-part-of-my-roth-ira-to-vanguard/comment-page-1/#comment-636 Finally, My IRA Transfer is Completed - The Sun’s Financial Diary - Accumulating wealth is like building The Great Wall, one brick at a time Thu, 14 Dec 2006 16:27:14 +0000 http://www.thesunsfinancialdiary.com/2006/10/01/moving-part-of-my-roth-ira-to-vanguard/#comment-636 [...] I can't believe it took more than two months to transfer my IRA assets from Scottrade to Vanguard. [...] [...] I can't believe it took more than two months to transfer my IRA assets from Scottrade to Vanguard. [...]

]]> By: Mishaps with Vanguard - The Sun’s Financial Diary - Accumulating wealth is like building The Great Wall, one brick at a time http://www.thesunsfinancialdiary.com/personal-finance/moving-part-of-my-roth-ira-to-vanguard/comment-page-1/#comment-110 Mishaps with Vanguard - The Sun’s Financial Diary - Accumulating wealth is like building The Great Wall, one brick at a time Mon, 30 Oct 2006 17:41:15 +0000 http://www.thesunsfinancialdiary.com/2006/10/01/moving-part-of-my-roth-ira-to-vanguard/#comment-110 [...] September 30: Mailed Roth IRA transfer forms (my wife's and mine) to Vanguard. [...] [...] September 30: Mailed Roth IRA transfer forms (my wife's and mine) to Vanguard. [...]

]]> By: Update on IRA Transfer to Vanguard - The Sun’s Financial Diary - Accumulating wealth is like building The Great Wall, one brick at a time http://www.thesunsfinancialdiary.com/personal-finance/moving-part-of-my-roth-ira-to-vanguard/comment-page-1/#comment-85 Update on IRA Transfer to Vanguard - The Sun’s Financial Diary - Accumulating wealth is like building The Great Wall, one brick at a time Fri, 20 Oct 2006 18:45:47 +0000 http://www.thesunsfinancialdiary.com/2006/10/01/moving-part-of-my-roth-ira-to-vanguard/#comment-85 [...] I submitted the paper work on September 29th and had expected to whole process to finish in October. According to Vanguard, the transfer can take up to four weeks, so when I filled out the form I set the next quarterly automatic investment date on November 5th (quarterly automatic investment can only be made in February, May, August, and November). Exactly three weeks have passed and when I checked my Scottrade account last night, the four Vanguard funds I asked to be transferred out were still there. Apparently, the transfer didn't happen yet. So I called Vanguard and was told they initiated the transfer two weeks ago, but didn't get a response from Scottrade. I then contacted my local Scottrade manager who said they never received the request. Back to Vanguard again, they changed the story, saying the only mailed (yes, by mail) the request last Saturday to Scottrade headquarter, not to my local office though I put that address in the transfer form. The worst part of the conversation was the four-week time frame for transfer obviously started from last Saturday! [...] [...] I submitted the paper work on September 29th and had expected to whole process to finish in October. According to Vanguard, the transfer can take up to four weeks, so when I filled out the form I set the next quarterly automatic investment date on November 5th (quarterly automatic investment can only be made in February, May, August, and November). Exactly three weeks have passed and when I checked my Scottrade account last night, the four Vanguard funds I asked to be transferred out were still there. Apparently, the transfer didn't happen yet. So I called Vanguard and was told they initiated the transfer two weeks ago, but didn't get a response from Scottrade. I then contacted my local Scottrade manager who said they never received the request. Back to Vanguard again, they changed the story, saying the only mailed (yes, by mail) the request last Saturday to Scottrade headquarter, not to my local office though I put that address in the transfer form. The worst part of the conversation was the four-week time frame for transfer obviously started from last Saturday! [...]

]]> By: Lost in Transportation - The Sun’s Financial Diary - Accumulating wealth is like building The Great Wall, one brick at a time http://www.thesunsfinancialdiary.com/personal-finance/moving-part-of-my-roth-ira-to-vanguard/comment-page-1/#comment-76 Lost in Transportation - The Sun’s Financial Diary - Accumulating wealth is like building The Great Wall, one brick at a time Mon, 16 Oct 2006 17:51:05 +0000 http://www.thesunsfinancialdiary.com/2006/10/01/moving-part-of-my-roth-ira-to-vanguard/#comment-76 [...] Early this month, I filled the paper work to move part of my Roth IRA assets from Scottrade to Vanguard. At the same time, my wife also submitted her application for transferring two Vanguard funds as well. Both applications were mailed on the same day. [...] [...] Early this month, I filled the paper work to move part of my Roth IRA assets from Scottrade to Vanguard. At the same time, my wife also submitted her application for transferring two Vanguard funds as well. Both applications were mailed on the same day. [...]

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