Enter Title

Jobs Tool

100

Client would like to open a new IRA account

Onboarding

200

Client has questions regarding 1099-B

Investments

300

Vanguard overcharged me from my retirement account me due to an error on their behalf

Client Care

Standard Work

100

Client calls in and need an address change. How long does a hold last

7 calendar day

200

Client calls in and have invalid login. What should you do first?

What device client is using

300

Client calls in and ask how to find their taxes.

Under My Accounts under tax forms and information on VG

InfoWave

100

$100 deposit of $.01-$.99 to verify bank address on file.

micro deposits

200

$200 do not have authority to add/maintain/delete a bank account on behalf of primary account holder.

limited agent

300

$300 form needed after marriage to update name

name change form

**with one and the same Signature Guarantee/Medallion Signature Guarantee**

Wild Cards

100

 What does VBA stand for?

Vanguard Brokerage Account

200

what type of accounts are 11- digits long?

TA-ACCTS

300

What letter do you use before searching by account number?  

V