Have a question about your personal investments? No matter how simple or complex, you can ask it here.
- Posts: 1
- Joined: Tue Jul 16, 2013 9:49 am
I inherited some money. It is in a trust account with one of the biggest investment bank companies. I want to transfer to passive index funds. How do I do that considering that it is a trust account?
- Posts: 2759
- Joined: Thu Jul 26, 2007 6:23 pm
- Location: Centennial CO
Call Vanguard and ask them how to transfer the trust. They will probably send you a form to complete in which you authorize them to transfer the trust "in kind" to them.
d.r.a, not dr.a.
- Posts: 3550
- Joined: Tue Feb 27, 2007 3:26 pm
- Location: Cleveland, OH
Who is the Trustee and what are the terms of the trust? The trust should state who controls the investments and how to change them.
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