Search found 1190 matches

by EyeDee
Mon Mar 25, 2019 2:35 pm
Forum: Investing - Theory, News & General
Topic: Why is Prime Money Market and Ultra Short Term Bond Fund behaving this way?
Replies: 13
Views: 2719

Ultra Short Term Bond Fund Nav

. Zaplunken, Ultra Short Term Bond Fund (USTBF) is one of Vanguard's newer bond funds that include accumulated dividends in the daily NAV, so as more and more interest accumulates in a month the NAV goes up some for the interest while going down some for the interest rate going up. Since you were se...
by EyeDee
Sat Mar 23, 2019 6:55 pm
Forum: Investing - Theory, News & General
Topic: Vanguard Intermediate Corporate Bond Fund ?
Replies: 6
Views: 680

Re: Vanguard Intermediate Corporate Bond Fund ?

Vanguard Fan 1367, If your spouse might be the one who has to sell the fund later and they do not know how to handle the various types of brokerage orders, you might want to consider using the traditional fund instead of the ETF. I like the Vanguard Intermediate Corporate Bond Fund. If you folks inv...
by EyeDee
Mon Mar 11, 2019 9:18 am
Forum: Investing - Theory, News & General
Topic: After ten years, most of the record of the crash is gone
Replies: 41
Views: 5698

Vanguard Fund List

Henry, The Vanguard fund list defaults to funds with less than $50,000 minimums. You have to change the filter to include "$50,000 and up" funds to see the Market Neutral fund in the list as it has a $250,000 minimum. You are correct. It is there if you put correct symbol and search with. But in the...
by EyeDee
Sun Mar 03, 2019 5:19 pm
Forum: Investing - Theory, News & General
Topic: Why won't Vanguard drop VTI & VOO expense to 0.03?
Replies: 57
Views: 7087

Vanguard Expense Ratios

. Beyou, Some information in John Bogle's last book might somewhat contradict your thoughts as it seems to indicate that Vanguard is allowed to allocate expenses between funds in a somewhat artificial manner that is only vaguely related to each funds costs. In John Bogle's book: "Stay the Course", o...
by EyeDee
Wed Feb 27, 2019 1:46 pm
Forum: Investing - Theory, News & General
Topic: Vanguard Ups the Ante in an ETF Race to Zero - Fees are coming down on seven ETFs
Replies: 97
Views: 9092

Vanguard Fees

. House Blend, I believe you are right that Vanguard's allocation of expenses between share classes is somewhat artificial and only vaguely related to how much each share class is responsible for the costs. In in John Bogle's new book: "Stay the Course", on page 96 in a section called "Competing on ...
by EyeDee
Sat Feb 09, 2019 2:58 pm
Forum: Investing - Theory, News & General
Topic: Historical data for precious metals miners
Replies: 21
Views: 1078

Re: Historical data for precious metals miners

Siamond, Have you considered USAA Precious Metals and Minerals Fund (USAGX)? It was started only a few months after Vanguard's Precious Metals and Mining (VGPMX). I have not looked at it closely so I am not sure how good of a fit it is and it has too high of a expense ratio to be a good choice for a...
by EyeDee
Wed Jan 16, 2019 11:15 am
Forum: Investing - Theory, News & General
Topic: Why does VGSLX hold Van R.E. Index II Fund
Replies: 8
Views: 1039

Why VGSLX holds Van R.E. Index II Fund

. Please see announcement that introduced REIT II (the old name for Vanguard Real Estate Index II fund): https://investornews.vanguard/vanguard-announces-shareholder-meeting-also-plans-for-new-reit-ii-index-fund/ "The REIT Index Fund will be the principal investor in the REIT II Index Fund. This str...
by EyeDee
Mon Jan 14, 2019 2:44 pm
Forum: Investing - Theory, News & General
Topic: First Vanguard Tax Form Available (and a tip)
Replies: 15
Views: 1966

First Vanguard Tax Form Available

.
Changingtimes,

Thanks for the heads up.

Ironically Form 8606, needed to file the information from Form 1099-R for conversions on Federal taxes, is still only available in draft form for 2018.
by EyeDee
Fri Jan 11, 2019 10:02 pm
Forum: Personal Finance (Not Investing)
Topic: ACA Tax Form 1095A for 2018
Replies: 1
Views: 300

ACA Tax Form 1095A for 2018

. Has anyone else noticed a problem with their 1095A Tax Form that just became available on Healthcare.gov accounts for download? In particular ours seems to be using the monthly premium for the lowest cost Silver plan instead of the second lowest cost Silver plan in the column: "Monthly second lowe...
by EyeDee
Sun Jan 06, 2019 7:37 pm
Forum: Personal Finance (Not Investing)
Topic: Clark Howard looks at new 1040 tax form for 2018
Replies: 28
Views: 3848

Draft 8606 for 2018 taxes

. Swimmer, If you go to the IRS site for draft forms: https://apps.irs.gov/app/picklist/list/draftTaxForms.html and put in 8606 you will find the draft version for 2018 taxes: Form: https://www.irs.gov/pub/irs-dft/f8606--dft.pdf Instructions: https://www.irs.gov/pub/irs-dft/f8606--dft.pdf Unfortunat...
by EyeDee
Tue Jan 01, 2019 11:24 am
Forum: Investing - Theory, News & General
Topic: Missing 12/21/2018 Bond Dividends Delayed
Replies: 43
Views: 4556

Re: Missing 12/21/2018 Bond Dividends Delayed

. Longtermgrowth, It looks like this should not cause any problems for taxes in taxable as Vanguard appears to have gotten it fixed as of 12/31/2018. Although Vanguard did not fix the transaction date on the bond fund that paid the dividend (because of the way the bond funds affected by this problem...
by EyeDee
Mon Dec 31, 2018 10:07 am
Forum: Investing - Theory, News & General
Topic: Missing 12/21/2018 Bond Dividends Delayed
Replies: 43
Views: 4556

Re: Missing 12/21/2018 Bond Dividends Delayed

. Vanguard is apparently trying to fix the process date also as we received an E-Mail today from Vanguard that said: "We're completing your transaction . . . We sent you an email on Monday, December 24, about a delay in processing dividends for one or more of your funds. Your dividends have been pai...
by EyeDee
Thu Dec 27, 2018 11:24 am
Forum: Investing - Theory, News & General
Topic: Missing 12/21/2018 Bond Dividends Delayed
Replies: 43
Views: 4556

Re: Missing 12/21/2018 Bond Dividends Delayed

. As of 12/27/2018, our bond fund dividends that were scheduled for 12/21/2018 were paid using the share prices of 12/21/2018, but confusingly have a process date of 12/26/2018. Most reinvest so not a problem, but one of the affected bond funds is in our taxable account and the dividend goes to a mo...
by EyeDee
Sun Dec 23, 2018 11:47 am
Forum: Investing - Theory, News & General
Topic: Missing 12/21/2018 Bond Dividends Delayed
Replies: 43
Views: 4556

Re: Anyone Else Missing 12/21/2018 Bond Dividends?

. Ms. Katz, Thank you very much for your post. It will save me and possibly others from calling on Monday as well as save Vanguard customer support from having to spend time fielding those calls. Hi, Bogleheads, and happy holidays. I don't regularly post, but do check in on the site periodically and...
by EyeDee
Sun Dec 23, 2018 12:24 am
Forum: Investing - Theory, News & General
Topic: Missing 12/21/2018 Bond Dividends Delayed
Replies: 43
Views: 4556

Re: Anyone Else Missing 12/21/2018 Bond Dividends?

. JustinR, I am not freaking out. I was just wanting to know if anyone else is experiencing the problem because if it a problem others are having it will be a priority and Vanguard will fix it quickly. If it was only a problem with our accounts, then I would have had to make sure they got if fixed. ...
by EyeDee
Sun Dec 23, 2018 12:20 am
Forum: Investing - Theory, News & General
Topic: Missing 12/21/2018 Bond Dividends Delayed
Replies: 43
Views: 4556

Re: Anyone Else Missing 12/21/2018 Bond Dividends?

. ofckrupke, Thank you for verifying that it is a general problem and not just a problem with our accounts. Yes this anomaly exists today in my account as well (ST Treasury Index nope, stock funds distributing on same dates yup). I am not alarmed, as it will surely be resolved by or on Monday (perha...
by EyeDee
Sun Dec 23, 2018 12:13 am
Forum: Investing - Theory, News & General
Topic: Missing 12/21/2018 Bond Dividends Delayed
Replies: 43
Views: 4556

Re: Anyone Else Missing 12/21/2018 Bond Dividends?

. NYCwriter, This has nothing to do with a sweep fund as it is in a non-brokerage account that does not have a sweep fund. Plus it worked OK for stock funds that had the same reinvestment date, just not for the bond funds with 12/21/2018 as the reinvestment date. It takes one business day for the sw...
by EyeDee
Sun Dec 23, 2018 12:11 am
Forum: Investing - Theory, News & General
Topic: Missing 12/21/2018 Bond Dividends Delayed
Replies: 43
Views: 4556

Re: Anyone Else Missing 12/21/2018 Bond Dividends?

. Venkman, Saturday 12/22/2018 is one day after the scheduled dividend reinvestment activity date of 12/21/2018, so the account should have been up-to-date on Saturday. It always takes at least until the day after the scheduled dividend activity date for the activity to actually show up in my VG acc...
by EyeDee
Sat Dec 22, 2018 9:55 pm
Forum: Investing - Theory, News & General
Topic: Missing 12/21/2018 Bond Dividends Delayed
Replies: 43
Views: 4556

Re: Anyone Else Missing 12/21/2018 Bond Dividends?

. Livesoft, Some Vanguard bond funds do not always reinvest on 12/31. The ones I mentioned above reinvested on 12/22 in 2017 and were scheduled for 12/21 this year and if you look at the Distribution tab for them they show as reinvesting on 12/21/2018. And in comparison to similar active funds they ...
by EyeDee
Sat Dec 22, 2018 9:47 pm
Forum: Personal Investments
Topic: [Vanguard Health Care Fund vs. Health Care ETF]
Replies: 18
Views: 2332

Re: Curious why Vanguard Healthcare Index

. Socrates28, To get VHCIX to show up in the standard list, you have to adjust the Filter to include funds with "$50,000 and up", since it has a minimum of $100,000 to invest. is not listed on main website?? I see the managed fund VGHAX, but not VHCIX https://investor.vanguard.com/mutual-funds/list#...
by EyeDee
Sat Dec 22, 2018 9:39 pm
Forum: Personal Investments
Topic: [Vanguard Health Care Fund vs. Health Care ETF]
Replies: 18
Views: 2332

Re: Vanguard Active Health Care Fund vs. Health Care ETF

. Sperry8, Although Vanguard has recently started ETFs that do not have index fund counterparts, in the case of the Health Care Index VGHCX and its ETF VHT, they are just different share classes of the same fund, so they have to have the same characteristics, including the same tax efficiently. The ...
by EyeDee
Sat Dec 22, 2018 2:45 pm
Forum: Personal Investments
Topic: [Vanguard Health Care Fund vs. Health Care ETF]
Replies: 18
Views: 2332

Vanguard Active Health Care Fund vs. Health Care ETF

. Sperry8, Another thing to keep in mine while deciding whether to switch from the Active fund to the Index fund or its ETF is that they have considerably different allocation targets. Although the Portfolio and Management tab for both funds on the Vanguard web site only has a dash for the foreign h...
by EyeDee
Sat Dec 22, 2018 12:02 pm
Forum: Investing - Theory, News & General
Topic: Missing 12/21/2018 Bond Dividends Delayed
Replies: 43
Views: 4556

Re: Anyone Else Missing 12/21/2018 Bond Dividends?

. Silk McCue, It is not in my nature to relax about anything. My point in posting was not to expect the problem to be fixed this weekend, but to find out how big of a headache I will have on Monday. If it a problem others are having it will be a priority and Vanguard will fix it quickly. If it is on...
by EyeDee
Sat Dec 22, 2018 11:51 am
Forum: Investing - Theory, News & General
Topic: Missing 12/21/2018 Bond Dividends Delayed
Replies: 43
Views: 4556

Re: Anyone Else Missing 12/21/2018 Bond Dividends?

You are correct. But they failed to reinvest as they should have. The stock funds we have with the same date settings, reinvested as they should have. The payable date for Vanguard Short-Term Corporate Bond Index Fund Admiral Shares (VSCSX) is 12/24/18. The reinvest date was 12/21/18. The others mig...
by EyeDee
Sat Dec 22, 2018 11:49 am
Forum: Investing - Theory, News & General
Topic: Missing 12/21/2018 Bond Dividends Delayed
Replies: 43
Views: 4556

Re: Anyone Else Missing 12/21/2018 Bond Dividends?

.
I agree Vanguard should fix the problem. But they are not just fine in our case. Other funds did work correctly overnight.
Silk McCue wrote:
Sat Dec 22, 2018 11:41 am
I would enjoy the weekend and check again on Monday. Most likely everything is just fine. If not, it will be fixed with no negative impact to your accounts.

Cheers
by EyeDee
Sat Dec 22, 2018 11:31 am
Forum: Investing - Theory, News & General
Topic: Missing 12/21/2018 Bond Dividends Delayed
Replies: 43
Views: 4556

Missing 12/21/2018 Bond Dividends Delayed

. Edit: Vanguard is working on fixing process date - see below: https://www.bogleheads.org/forum/viewtopic.php?p=4290716#p4290716 . Edit: As of 12/27/2018, our bond fund dividends that were scheduled for 12/21/2018 were paid using the share prices of 12/21/2018, but confusingly have a process date o...
by EyeDee
Sun Dec 16, 2018 9:02 pm
Forum: Personal Finance (Not Investing)
Topic: Obamacare (ACA) Ruled Unconstitutional by Texas Federal Court
Replies: 190
Views: 14662

Re: Obamacare (ACA) Ruled Unconstitutional by Texas Federal Court

.
For those who were on Medicare before the ACA was passed which added preventive procedures to insurance coverage, what percentage did Medicare with Medigap insurance cover for mammograms and colonoscopies?

Thank you,
by EyeDee
Sun Dec 16, 2018 11:17 am
Forum: Investing - Theory, News & General
Topic: Was Eliminating Investor Class Shares a Mistake?
Replies: 16
Views: 2725

Small Fund Investments

. Learninginvestor Since Vanguard is forcing new accounts to be brokerage accounts, new investors who want to start investing with small amounts can use ETFs - in fact Vanguard might even be trying to encourage it by use of the brokerage accounts and keeping the $3000 minimums. If Vanguard wants to ...
by EyeDee
Tue Dec 11, 2018 2:57 pm
Forum: Investing - Theory, News & General
Topic: Vanguard "Competing on Price . . . The 1993 Proxies"
Replies: 8
Views: 820

Re: Vanguard "Competing on Price . . . The 1993 Proxies"

. Alex_686, If you check the recent reports from various Vanguard mutual funds, you will find that the board of trusties for the Wellington and Wellesley funds are identical to the ones of all the other Vanguard mutual funds. In fact they are also the same for the board of the Vanguard group that th...
by EyeDee
Mon Dec 10, 2018 7:12 pm
Forum: Investing - Theory, News & General
Topic: Vanguard "Competing on Price . . . The 1993 Proxies"
Replies: 8
Views: 820

Re: Vanguard "Competing on Price . . . The 1993 Proxies"

. Alex_686, I am either miss-understanding your comments or perhaps you miss-understood mine, so I will try again. I used to think Vanguard allocated costs proportionally, but the items I listed did not make sense until seeing the information about the 1993 changes. Although as you say it might be t...
by EyeDee
Mon Dec 10, 2018 2:58 pm
Forum: Investing - Theory, News & General
Topic: Vanguard "Competing on Price . . . The 1993 Proxies"
Replies: 8
Views: 820

Re: Vanguard "Competing on Price . . . The 1993 Proxies"

. No I am advocating that Vanguard should have taken from the funds an amount that covered the fees on a per account basis, but kept the money market NAV at a dollar. How the money market funds were able to waive fees during the recent financial crisis. I always thought Vanguard should have levied a...
by EyeDee
Mon Dec 10, 2018 2:22 pm
Forum: Investing - Theory, News & General
Topic: Vanguard "Competing on Price . . . The 1993 Proxies"
Replies: 8
Views: 820

Vanguard "Competing on Price . . . The 1993 Proxies"

. "Competing on Price . . . The 1993 Proxies" is the sub-title on page 96 in John Bogle's new book: "Stay the Course". He talks about several things approved in the Vanguard 1993 proxy vote in the new book, but this item I find particularly interesting as it helps explain several things that I could...
by EyeDee
Sat Dec 08, 2018 11:31 am
Forum: Investing - Theory, News & General
Topic: Vanguard Automatic Transactions for 12/06/2018 delayed a day (with backdating)
Replies: 13
Views: 1641

Re: Vanguard Automatic Transactions for 12/06/2018 delayed a day (with backdating)

. Note: Conversion title revised to reflect that Vanguard did fix problem for Automatic Transactions for 12/06/2018 by doing them on 12/07/2018 with backdating to 12/06/2018, based upon the fact that our automatic withdrawal was done on 12/07/2018 with a processing date of 12/06/2018. Previous title...
by EyeDee
Fri Dec 07, 2018 1:55 pm
Forum: Investing - Theory, News & General
Topic: Vanguard Automatic Transactions for 12/06/2018 delayed a day (with backdating)
Replies: 13
Views: 1641

Re: Warning: Problem with Vanguard Automatic Transactions for 12/06/2018

. RadAudit, Although I was told they were working on the problem on Thursday, I actually think it will not be fixed as it should have been done by Friday morning. I hope to be pleasantly surprised and they fix it today, but I think it is more likely that your circumvention is what is needed. Same pr...
by EyeDee
Fri Dec 07, 2018 11:32 am
Forum: Investing - Theory, News & General
Topic: Vanguard Automatic Transactions for 12/06/2018 delayed a day (with backdating)
Replies: 13
Views: 1641

Vanguard Automatic Transactions for 12/06/2018 delayed a day (with backdating)

. Because of the Day of Mourning holiday on 12/05/2018 Vanguard did not process automatic transactions scheduled for 12/06/2018 properly. When I called them on 12/06/2018 to point out that the automatic withdrawal we had scheduled for 12/06/2018 was not queued up to happen that evening as expected, ...
by EyeDee
Wed Oct 31, 2018 4:05 pm
Forum: Personal Finance (Not Investing)
Topic: If On Medicare Before SS, How Do You Pay?
Replies: 46
Views: 3956

Re: If On Medicare Before SS, How Do You Pay?

. Thanks everyone for the helpful answers. However, they have prompted some additional questions. When do quarterly Medicare premium bills arrive in the mail? For example if one is starting Medicare in December does the bill arrive: - Mid November? - Late November? - Early December? And when does th...
by EyeDee
Sun Oct 28, 2018 10:23 am
Forum: Personal Finance (Not Investing)
Topic: If On Medicare Before SS, How Do You Pay?
Replies: 46
Views: 3956

If On Medicare Before SS, How Do You Pay?

. If you are on Medicare before starting Social Security, how do you pay your premiums? I believe the bills they send can be paid by check or credit card. They also seem to have a way to switch to direct deposit. What do you use and why? Is their some advantage(s) in using a particularly method? Tha...
by EyeDee
Sat Oct 13, 2018 10:13 am
Forum: Personal Finance (Not Investing)
Topic: Weigh in on our Marital Argument =)-- HCOL edition
Replies: 110
Views: 13145

Visiting Parents

.
Myamar,

If the condo is big enough now except when your parents visit, why not put them up in nice nearby hotel to avoid crowding everyone during their visits. At least until something larger works for you.
by EyeDee
Mon Oct 01, 2018 10:18 am
Forum: Personal Finance (Not Investing)
Topic: Struggling with Medicare Plan G vs Plan N
Replies: 63
Views: 3733

Medicare Supplemental Insurance Plans

. billfromct, Although I am a big supporter of posting with mutual fund names instead of ticker symbols when posting on this board. Medicare Supplemental Insurance Plans like Plan G and Plan N do not have names they are simply Plan G or Plan N. There are names for the various parts of Medicare inste...
by EyeDee
Thu Sep 20, 2018 10:21 am
Forum: Investing - Theory, News & General
Topic: Vanguard ETFs vs Traditional Mutual Funds
Replies: 5
Views: 516

Vanguard ETFs vs Traditional Mutual Funds

Vanguard just announced new New environmental, social, governance (ESG) ETFs - see: https://www.bogleheads.org/forum/viewtopic.php?f=10&t=259406 It looks like these two ETFs might not have equivalent traditional mutual funds associated with them, similar to Vanguards two recent bond ETF additions. T...
by EyeDee
Wed Sep 19, 2018 6:49 pm
Forum: Investing - Theory, News & General
Topic: A really general question!
Replies: 9
Views: 854

Best Investing Book

.
ClemsonDad,

If you are going to read just one book on investing, I think the "Bogle on Mutual Funds" by John (Jack) C. Bogle is the best choice.
by EyeDee
Fri Sep 07, 2018 10:08 am
Forum: Investing - Theory, News & General
Topic: September 6,2018-Vanguard Introduces Low-Cost Total World Bond ETF
Replies: 48
Views: 6149

Re: September 6,2018-Vanguard Introduces Low-Cost Total World Bond ETF

. UpperNwGuy, Yes, the Total Corporate Bond ETF (VTC) created November 2017 is a corporate bond ETF made up of other corporate bond funds that only has an ETF version. Most of the rest of Vanguard's ETF's have other fund shares. However, it may appear that they do not have other fund shares because ...
by EyeDee
Sat Aug 11, 2018 6:49 pm
Forum: Investing - Theory, News & General
Topic: [New Vanguard website layout starting Saturday, August 11]
Replies: 133
Views: 10629

New Vanguard Website Layout

.
We have old mutual fund accounts (no brokerage accounts) and we see the change.
am wrote:
Sat Aug 11, 2018 4:14 pm
UpperNwGuy wrote:
Sat Aug 11, 2018 4:13 pm
I just logged in and see no change to the display. Do the folks who see changes have the old mutual fund accounts or the brokerage accounts?
Ive got the brokerage and see the change
by EyeDee
Sat Aug 11, 2018 4:02 pm
Forum: Investing - Theory, News & General
Topic: [New Vanguard website layout starting Saturday, August 11]
Replies: 133
Views: 10629

New Vanguard website layout

. Although my logon did not change until today, my wife's logon was changed by Thursday August 9, 2018. Like the change in the Welcome page, they have made things more compatible with tablets and phones, leaving a layout that works well on PCs. They seem to forget that many people like using PCs for...
by EyeDee
Fri Aug 10, 2018 8:14 pm
Forum: Investing - Theory, News & General
Topic: The Bigger Story: Fidelity Expense Ratios
Replies: 98
Views: 11481

Vanguard Expense Ratios

. Although I would like to think that Vanguard provides funds at cost and that there is little they can do to compete with the Schwab and Fidelity on dropping share classes and expense ratios further, there appears to be some arbitrary control by Vanguard considering that Admiral share expense ratio...
by EyeDee
Mon Jun 04, 2018 8:48 pm
Forum: Investing - Theory, News & General
Topic: Thinking of a divorce - from Vanguard
Replies: 45
Views: 7821

Vanguard Platforms

. Livesoft, We would be willing to pay $20 a year to keep the mutual fund only platform, especially if it included a guarantee that my wife or I could open a mutual fund only individual taxable account when the time came that our taxable joint account had to be replaced because one of us died. What ...
by EyeDee
Mon Jun 04, 2018 4:11 pm
Forum: Investing - Theory, News & General
Topic: Thinking of a divorce - from Vanguard
Replies: 45
Views: 7821

Vanguard Platforms

. Onourway, Unless Vanguard intends to force people to leave Vanguard, they will have to keep the 'old' platform for a tiny minority of users indefinitely. Even if they somehow force or entice us users who do not want to upgrade to do so, they have to keep the mutual fund only platform for people wh...
by EyeDee
Sun May 27, 2018 1:42 pm
Forum: Personal Investments
Topic: CIT MM Now 1.85% [Money Market]
Replies: 27
Views: 2934

CIT MM Interest Rate

. HAWK23, To get percentage one is getting on CIT MM account, one needs to log on their CIT MM account and click on Activity option near top of page. On left of the Activity page it should show current Interest rate and Last statement APY earned. The current interest rate will be a couple of basis p...
by EyeDee
Mon May 14, 2018 8:58 pm
Forum: Investing - Theory, News & General
Topic: Why is Fidelity more picky than banks about middle names?
Replies: 10
Views: 2008

Re: Why is Fidelity more picky than banks about middle names?

. I changed the conversation title to remove Vanguard as Vanguard might not be picky about middle name verses middle initial after all. I dug through old records and found some cases from five and six years ago where bank entry on Vanguard did not include middle name even though middle name was incl...
by EyeDee
Mon May 14, 2018 2:01 pm
Forum: Investing - Theory, News & General
Topic: Why is Fidelity more picky than banks about middle names?
Replies: 10
Views: 2008

Re: Why are Vanguard and Fidelity more picky than banks about middle names?

. Maybe some banks have gotten picky, but the online bank that forced us to use only middle initial for both names when one of us uses middle name on local banks/credit union, forced that situation last month and had no problems establishing access to local banks/credit union. Yet the same day, we s...