Service Agreements

Which department should you transfer the call to when.. A flagship client wants to sell a Vanguard mutual fund from his/her non-retirement VBA account

Which department should you transfer the call to when.. A new client wants to transfer an account to Vanguard worth $345,000

Which department should you transfer the call to when.. A client wants to take a distribution from their Traditional IRA account

Which department should you transfer the call to when.. A client is calling for the first time to let us know that someone has passed away

Which department should you transfer the call to when.. A core client wants to purchase a Vanguard Mutual Fund in their non-retirement VBA account

A client would like specific advice on stocks and mutual funds that they should add to their portfolio

Which department should you transfer the call to when.. A client would like to purchase 100 shares of Amazon stock

Which department should you transfer the call to when.. A client would like to rollover their 401k, held at a different institution, worth $92,000 to a Traditional IRA at Vanguard

Which department should you transfer the call to when.. A client would like to discuss and possibly change beneficiaries on their Vanguard account

Which department should you transfer the call to when.. A client would like to discuss their Vanguard 401k account