Does anyone know how to get management involved at VG?
I am having a hard time with transferring assets to VG from a small local bank, and looking for some help here if possible. These are mutual funds held at a local banks brokerage account. The bank has a wealth division who handle this. All mutual funds were able to transfer in-kind to VG.
The first time I tried to transfer assets from the local bank to VG, a VG rep walked me through it online, and I was able to print the transfer forms, complete, then send back to VG. Apparently I was supposed to check "bank" on the transfer from on the paper form. I think I checked mutual funds. VG called me and told me they will fix this. I got a call from the bank a week later asking me if I wanted to liquidate all funds, and I said absolutely not. Someone at VG changed the form to liquidate instead of transfer in kind. That whole transfer was cancelled.
Next, I started all over. On the transfer form, I checked "bank" on the transfer form, and mailed to vanguard. They mailed it to my local bank, but the bank said they needed transfer instructions for about 5 different mutual funds that weren't included from VG. Finally got someone to send the transfer instructions to the bank. Waited for about 3 weeks, no transfer. Contacted the bank, those instructions weren't received. Called VG, they said they were emailed to the bank. Bank was adamant they never received it.
Started over a third time. Mailed transfer form, with instructions for those 5 funds to VG. VG said they returned to the bank about 11 days ago. Bank is saying they didn't receive anything, asked what address it was mailed. VG told me the address, bank said that was the wrong address. They sent it to the bank HQ, not the wealth division.
At this point im very irritated and want to close my VG account. Does anyone know how to get ahold of someone who actually knows what they're doing at VG, like an account manager or something who has the authority to fix this?
Thanks for reading.