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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
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You have the right to request and obtain, free of charge, a paper version of your account statements. You can print it right off Vanguards website, or contact Vanguard at 8005231188 to request that one be mailed. You can also get Vanguard statements by mail automatically.
An LOA is just a letter that says Vanguard will receive the assets. Theyll need this because they want to know where to send your funds. You can generate an LOA from Vanguard by going through our online rollover process.
You may also revoke your e-delivery consent by calling us at 1-800-569-4903. Vanguard will revoke your consent if your web access is blocked or if e-mail notifications are repeatedly returned as undeliverable.
Vanguard has a process for authorizing another person to act on your behalf over your accounts. They call it agent authorization. On Vanguard.com, click on Forms, and then look for Account Access. You can give another person Information-Only access or you can make another person a Limited Agent or a Full Agent.
No, the account fee cap is based on the balance of all Vanguard investment accounts held in your name. You cant add your familys accounts to docHub the capped amount for the account fee even if its your spouses account.
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People also ask

To grant an agent limited authority to act on your account(s) in The Vanguard 529 College Savings Plan, complete a Limited Power of Attorney/Agent Authorization form. This Power of Attorney form must be signed by the account owner and docHubd in Section 3.
Account structure Vanguard mutual fund accounts are held directly with The Vanguard Group, Inc., the funds transfer agent. Securities in your Vanguard Brokerage Account, including Vanguard mutual funds, will be held by Vanguard Marketing Corporation.
Vanguard has a process for authorizing another person to act on your behalf over your accounts. They call it agent authorization. On Vanguard.com, click on Forms, and then look for Account Access. You can give another person Information-Only access or you can make another person a Limited Agent or a Full Agent.
Joint brokerage accounts are shared by two or more people. If you and another party or parties want to open a brokerage account together, you can do it as a non-retirement account. Traditional retirement accounts like 401(k)s and individual retirement accounts (IRAs) do not allow joint ownership of brokerage accounts.
Vanguard sends confirmation letters or emails when changes occur on your account. You can also sign up to receive account activity alerts via text for more immediate notification.

vanguard authorized agent