beachplum wrote:I had daughter #2 grant me permission to have online access to her Roth Vanguard account a year ago. I can't remember much of the process but we were both on the phone together with vanguard and everything went according to plan. I think they also sent me some documents to sign. I will be doing this again with daughter #1 and hope it goes as smoothly, though your post is concerning me.
Vanguard wrote:What happens now…
Your grantee will:
Receive an e-mail requesting him or her to log on to Vanguard.com and complete this request.
Log on to his or her Vanguard account to view a secure message. (Grantees who aren't registered should go to Vanguard.com to create a user name and password.)
Need to complete his or her part of the online process within the next 14 days.
Vanguard will send you a secure message.
Both you and your grantee will receive a paper confirmation via U.S. mail.
You'll be able to view these changes on your secure account view pages almost immediately after the grantee accepts your request. Your grantee's secure account view pages will also be updated.
PB wrote:Hi LadyGeek,
The Agent Authorization Form is indeed the same thing as the Grantee authorization... if you click the link you provided, there's immediately an option to "Complete Online," and if you click that, it takes you to the online function that isn't working! (The Grantee function.)
With that said, Vanguard did finally say that my brother could do it all via snail mail. But it's quite inconvenient and relatively insecure. Specifically, not only does he have to have his signature notarized (!), but the Grantee has to have his/her signature notarized too. And if the Grantee isn't in the same household, as in this case, then you have to have your Social Security number traveling multiple times via snail mail. Neither easy or secure. So he's waiting for Vanguard to fix their online system, even in the face of them saying they can't give a target date for when it will be fixed.
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