Hemispheres,
I transferred money from our (me and DW) Vanguard joint account to our daughters' Vanguard account just yesterday. (I've done this a few time in the past as well.)
So yes, the accounts are not linked.
Call Vanguard - when you are asked for the purpose of your call, say "Change of Ownership".
Have your source Vanguard account number ready (I used our settlement account), your daughter's target Vanguard account number ready, and the amount to transfer - you should be good. (We all have brokerage accounts with multiple account numbers so I just needed to pick the correct ones.)
My transaction yesterday was quick and easy, which has been my typical experience with any call to Vanguard. I was asked a few questions, did the voice verification, and quickly got a Vanguard rep to take care of the transfer.
I transferred money from our (me and DW) Vanguard joint account to our daughters' Vanguard account just yesterday. (I've done this a few time in the past as well.)
So yes, the accounts are not linked.
Call Vanguard - when you are asked for the purpose of your call, say "Change of Ownership".
Have your source Vanguard account number ready (I used our settlement account), your daughter's target Vanguard account number ready, and the amount to transfer - you should be good. (We all have brokerage accounts with multiple account numbers so I just needed to pick the correct ones.)
My transaction yesterday was quick and easy, which has been my typical experience with any call to Vanguard. I was asked a few questions, did the voice verification, and quickly got a Vanguard rep to take care of the transfer.
Statistics: Posted by Cyan — Fri Jan 05, 2024 4:24 am — Replies 3 — Views 283