Search found 3525 matches

by jhfenton
Sat Dec 15, 2018 12:47 pm
Forum: Investing - Theory, News & General
Topic: HSA - Lively & TDA to Fidelity
Replies: 3
Views: 307

Re: HSA - Lively & TDA to Fidelity

3. Can I transfer SPTM shares in kind from TDA to Fido without selling? I will end up in FIDO index funds, so will be selling SPTM. The appeal of a transfer of shares is there is no time out of the market during the transfer. However, that risk could easily be offset of one or the other charges an ...
by jhfenton
Sat Dec 15, 2018 12:28 pm
Forum: Personal Consumer Issues
Topic: How to learn a second language
Replies: 128
Views: 14754

Re: How to learn a second language

As odd as this may sound, I'd like to learn Hindi (Marathi in particular, but that my be asking too much). Anyone with experience in this? Thanks Jeff Not at all. It has been moving rapidly up my list. As a practical matter, I have contact with more native speakers than any other language on my lis...
by jhfenton
Sat Dec 15, 2018 9:28 am
Forum: Investing - Theory, News & General
Topic: Rumor mill - Fidelity starting individual HSA's Nov. 15th
Replies: 684
Views: 48503

Re: Rumor mill - Fidelity starting individual HSA's Nov. 15th

The regular reps at Fido have been hit and miss for folks on this thread when it comes to the new HSAs. You can absolutely transfer in-kind from Lively+TDA, and you can initiate the transfer from fidelity.com without talking to any humans. 1. Open a new Fidelity HSA online. 2a. Either as part of th...
by jhfenton
Fri Dec 14, 2018 9:25 am
Forum: Personal Consumer Issues
Topic: How to learn a second language
Replies: 128
Views: 14754

Re: How to learn a second language

A new year (2019) will be here very soon! Has anyone set a resolution to learn a foreign language in 2019? If so, what methods do you plan on using?Formal classroom, CD's, Duolingo, move to a country that speaks the target language(immersion)? And to those that have been studying a foreign language...
by jhfenton
Thu Dec 13, 2018 8:35 pm
Forum: Investing - Theory, News & General
Topic: Rumor mill - Fidelity starting individual HSA's Nov. 15th
Replies: 684
Views: 48503

Re: Rumor mill - Fidelity starting individual HSA's Nov. 15th

Thrifty Femme wrote:
Thu Dec 13, 2018 8:20 pm
My searching skills are terrible apparently, thanks!
That would be a hard search. I just remembered the post. :beer
by jhfenton
Thu Dec 13, 2018 8:18 pm
Forum: Investing - Theory, News & General
Topic: Rumor mill - Fidelity starting individual HSA's Nov. 15th
Replies: 684
Views: 48503

Re: Rumor mill - Fidelity starting individual HSA's Nov. 15th

Has anyone gotten Lively to reimburse the $50 TDA transfer fee? On the previous page, dand49 said he did . I got Fidelity to reimburse the $50 debit transferred to Fidelity, and then I ended up also getting it back from TD Ameritrade as well when it was left behind in my TD Ameritrade account and I...
by jhfenton
Thu Dec 13, 2018 7:17 pm
Forum: Investing - Theory, News & General
Topic: Do I need to wait for a sale to settle before reinvesting?
Replies: 5
Views: 593

Re: Do I need to wait for a sale to settle before reinvesting?

At least with Fidelity, they'll even let you sell a two-day settlement security (e.g. stocks, ETFs, and some mutual funds) and immediately use it to buy same day a one-day settlement security (most mutual funds) without complaint. Vanguard will let you do this as well. In a cash account, including ...
by jhfenton
Thu Dec 13, 2018 1:41 pm
Forum: Investing - Theory, News & General
Topic: Do I need to wait for a sale to settle before reinvesting?
Replies: 5
Views: 593

Re: Do I need to wait for a sale to settle before reinvesting?

I just sold some shares of VEA (developed markets) for tax-loss harvesting purposes, and I'd like to invest the proceeds into VXUS (total international). I know that it will take two (or maybe three?) business days for the cash to appear in my settlement fund, but right now Vanguard shows that the ...
by jhfenton
Thu Dec 13, 2018 11:22 am
Forum: Personal Finance (Not Investing)
Topic: Is it a Five-Twenty-Nine or a Five-Two-Nine Plan
Replies: 29
Views: 1437

Re: Is it a Five-Twenty-Nine or a Five-Two-Nine Plan

I have always said and hear it as "five twenty nine". But it might be regional. Everyone around here except my husband says "111th St" as 'hundred and eleventh. My husband and his parents say, "one eleventh", which to me is 1 11th and not 111th. I think it has to do with them being from a different...
by jhfenton
Thu Dec 13, 2018 11:16 am
Forum: Investing - Help with Personal Investments
Topic: 2019 Roth IRA Contributions
Replies: 15
Views: 909

Re: 2019 Roth IRA Contributions

I would like to be able to, but atm I do not the the $ in the bank.. I will continue to invest on a weekly schedule.. $115 every Monday. +1 We never have an extra $12,000 just sitting around not invested. I don't do weekly, but I do monthly or biweekly. This year math is easy, $1,000 per month acro...
by jhfenton
Thu Dec 13, 2018 8:55 am
Forum: Investing - Help with Personal Investments
Topic: Vanguard Junk Bond fund
Replies: 78
Views: 8120

Re: Vanguard Junk Bond fund

I think the case for holding sovereign EM bonds is stronger than US HY bonds. It's fairly obvious that US junk behaves like half-US-equity, half-US-bond. With sovereign EM bonds you are taking on much more idiosyncratic risks that have a better chance of being uncorrelated with the stock market. Of...
by jhfenton
Thu Dec 13, 2018 8:45 am
Forum: Investing - Theory, News & General
Topic: Is Vanguard Advisors Fiduciary? Fiduciary Rule is dead?
Replies: 6
Views: 810

Re: Is Vanguard Advisors Fiduciary? Fiduciary Rule is dead?

All Registered Investment Advisers are fiduciaries under the Investment Advisers Act of 1940. Vanguard Personal Advisor Services is an RIA, so they are fiduciaries. The DOL's fiduciary rule would have applied a fiduciary obligation to broker-dealers and other non-RIAs who provided advice relative to...
by jhfenton
Wed Dec 12, 2018 8:32 am
Forum: Investing - Theory, News & General
Topic: Is there any market that is not inflated?
Replies: 58
Views: 3579

Re: Is there any market that is not inflated?

Equities PE10 at 29+. Bond market facing headwinds due to rising interest rates. Real estate arguably in a housing bubble. I realize nobody knows nothin'. But in terms of pricing, is there any market that is expected to do better than flat over the next decade? Forward P/E on the U.S. stock market ...
by jhfenton
Tue Dec 11, 2018 9:42 pm
Forum: Investing - Theory, News & General
Topic: Vanguard New Factor Funds Portfolio Statistics
Replies: 213
Views: 31799

Re: Vanguard New Factor Funds Portfolio Statistics

I posted this in another thread but no response. Thinking it’s more appropriate in this one. Do you consider it safe now to invest in VFMF in taxable now? Yes. VFMF is fairly tax efficient so far, and I see no reason to expect that will change. It has had a modest yield with an estimated 100% QDI f...
by jhfenton
Tue Dec 11, 2018 12:04 pm
Forum: Investing - Help with Personal Investments
Topic: Can I transfer 2019 IRA money to Vanguard right now so I can put it in Jan 2?
Replies: 26
Views: 2412

Re: Can I transfer 2019 IRA money to Vanguard right now so I can put it in Jan 2?

ETFs trade like stocks, so the market determines the price. I was referring to the timing. With a mutual fund Vanguard gives you the closing price for the day when the order is placed, but ETFs trade throughout the day with varying prices. Do you get the price when you placed the order, the price a...
by jhfenton
Tue Dec 11, 2018 9:29 am
Forum: Personal Finance (Not Investing)
Topic: Vanguard could not complete transactions last Thursday - says will be done on Monday
Replies: 9
Views: 1396

Re: Vanguard could not complete transactions last Thursday - says will be done on Monday

Didn't get the confirmation letter yet, but I just checked this morning and the transaction is all set and done. All good. EDIT: er, it seems that they did price it as of last night. Which happens to suit me (share price dropped a bit, less taxes to pay, more tax-free growth to come), but... I find...
by jhfenton
Mon Dec 10, 2018 7:49 pm
Forum: Personal Consumer Issues
Topic: To each his own ( I guess ) [Opinions of traveling in retirement]
Replies: 109
Views: 7710

Re: To each his own ( I guess )

You aren't nuts. Some folks like Beach-Vacations - the last thing I can do is spend all day sitting on the beach baking in the sun - I don't get it. I've been called "nuts" for not wanting to spend a week roasting on the beach. Some folks simply go back to the same beach every year. I like to read ...
by jhfenton
Mon Dec 10, 2018 7:10 pm
Forum: Investing - Theory, News & General
Topic: Vanguard New Factor Funds Portfolio Statistics
Replies: 213
Views: 31799

Re: Vanguard New Factor Funds Portfolio Statistics

I'm a little bit baffled, as are others, that the VG MF funds all have paltry AUM. I specifically want to focus on the Value factor fund (VFVA). Still only ~$37 MM in AUM. Going by Morningstar (I know that's not a great way to determine factor loads), it looks very valuey compared to most US value ...
by jhfenton
Mon Dec 10, 2018 3:21 pm
Forum: Investing - Help with Personal Investments
Topic: Would this be a wash sale?
Replies: 4
Views: 313

Re: Would this be a wash sale?

I think this probably wouldn't be a wash sale, but I figure I should ask some smart Bogleheads. Thoughts? I don't believe anyone would argue that PFF and PGF are substantially identical. Beyond the fact that they follow different indices, are from different fund companies, etc., PGF explicitly incl...
by jhfenton
Mon Dec 10, 2018 2:48 pm
Forum: Investing - Theory, News & General
Topic: Vanguard "Competing on Price . . . The 1993 Proxies"
Replies: 8
Views: 747

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

". . . 1993, when we gained approval to set the expense ratios of our individual funds, not entirely on their costs but also on the expense ratios charged by our competitors." That is an interesting and relevant bit of trivia. Thank you! It does explain a few things, and it would seem to offer Vang...
by jhfenton
Mon Dec 10, 2018 1:01 pm
Forum: Investing - Help with Personal Investments
Topic: Can I transfer 2019 IRA money to Vanguard right now so I can put it in Jan 2?
Replies: 26
Views: 2412

Re: Can I transfer 2019 IRA money to Vanguard right now so I can put it in Jan 2?

Thanks. I don't use ETFs so I didn't know the details. What does Vanguard use for the price? ETFs trade like stocks, so the market determines the price. For a highly liquid U.S. stock fund, the price is rarely going to be more than a penny or two away from the Net Asset Value of the underlying bask...
by jhfenton
Mon Dec 10, 2018 10:16 am
Forum: Investing - Theory, News & General
Topic: Vanguard total corporate VTC: Why is the yield so low compared to its parts?
Replies: 9
Views: 799

Re: Vanguard total corporate VTC: Why is the yield so low compared to its parts?

Interesting, thanks for that breakdown! But then why would you want vtc when vcit offers a slightly higher yield with a lower duration and lower ave maturity? Seems like you just take on more risk for no reward... I think the point is that the reported SEC yield for VTC is not reflective of the exp...
by jhfenton
Mon Dec 10, 2018 8:51 am
Forum: Investing - Theory, News & General
Topic: Who is buying SCV, EM, Intl SC
Replies: 41
Views: 2653

Re: Who is buying SCV, EM, Intl SC

My December purchase in my IRA will be mostly SCV. I am actually overweight in international at the moment. I did a re-balance in September when we left our financial adviser. Since then international has done somewhat better than domestic so I am now overweight. Same here. For the same reason, I'm...
by jhfenton
Sun Dec 09, 2018 9:07 pm
Forum: Investing - Theory, News & General
Topic: Rumor mill - Fidelity starting individual HSA's Nov. 15th
Replies: 684
Views: 48503

Re: Rumor mill - Fidelity starting individual HSA's Nov. 15th

Has anyone had luck changing the core position in their HSA? I get the same message when I try to change mine: Note: There Are No Other Core Options for This Account There are no other core options available for your account. Additional options might be available by calling a Fidelity representativ...
by jhfenton
Sun Dec 09, 2018 7:42 pm
Forum: Investing - Theory, News & General
Topic: Vanguard New Factor Funds Portfolio Statistics
Replies: 213
Views: 31799

Re: Vanguard New Factor Funds Portfolio Statistics

Regarding VMVFX, I think that the sector biases are relatively baked in since technology is historically one of the most volatile sectors and real estate is one of the least. VFMFX also has significant significant sector biases however, so I believe that a similar international fund would have simi...
by jhfenton
Sun Dec 09, 2018 3:11 pm
Forum: Investing - Help with Personal Investments
Topic: ITOT $60, VTI $134 [iShares Total US vs. Vanguard Total Market]
Replies: 16
Views: 1289

Re: ITOT $60, VTI $134

Interesting- appreciate the input. Well, I'd like to set myself up for tax-loss harvesting. I currently hold Admiral and Institutional Shares of Vanguard Total US in my 403B and HSA.. so as a follow-up question, do you think ITOT and VTI would be considered substantially different for tax-loss harv...
by jhfenton
Sun Dec 09, 2018 2:13 pm
Forum: Investing - Help with Personal Investments
Topic: ITOT $60, VTI $134 [iShares Total US vs. Vanguard Total Market]
Replies: 16
Views: 1289

Re: ITOT $60, VTI $134

How do you (or other readers) decide between VTI given benefits pointed out above vs the more tax efficient ITOT? I’m concerned only with taxable accounts for this discussion. Assume same expense ratio (0.11) and commission-free for both (if held at vanguard). https://www.bogleheads.org/forum/viewt...
by jhfenton
Sun Dec 09, 2018 12:53 pm
Forum: Investing - Theory, News & General
Topic: Vanguard New Factor Funds Portfolio Statistics
Replies: 213
Views: 31799

Re: Vanguard New Factor Funds Portfolio Statistics

Considering how the only international (long only) fund offered by the QEG, is the Vanguard Global Minimum Volatility Fund Investor Shares (VMVFX), I would look at the weighting restrictions of that fund and use it as a baseline. The annual and semi-annual reports mention restrictions on company we...
by jhfenton
Sun Dec 09, 2018 10:50 am
Forum: Investing - Help with Personal Investments
Topic: ITOT $60, VTI $134 [iShares Total US vs. Vanguard Total Market]
Replies: 16
Views: 1289

Re: ITOT $60, VTI $134

Can someone please help me understand in layman’s terms why ITOT (ishares total US) at $60 is equivalent to investing in a more expensive VTI (vanguard total US) etf? In other words, with a set $$ amount to invest with, I could purchase over double the number of ITOT shares than VTI shares, while e...
by jhfenton
Sun Dec 09, 2018 10:36 am
Forum: Investing - Help with Personal Investments
Topic: Can I transfer 2019 IRA money to Vanguard right now so I can put it in Jan 2?
Replies: 26
Views: 2412

Re: Can I transfer 2019 IRA money to Vanguard right now so I can put it in Jan 2?

No need. If you buy mutual funds using money from a linked bank account, Vanguard credits the purchase on the day you enter it, and gives you that day's closing price. I'm not sure about ETFs. Vanguard will let you buy ETFs in an IRA and then immediately afterwards fund the purchase with a bank tra...
by jhfenton
Sun Dec 09, 2018 10:05 am
Forum: Investing - Theory, News & General
Topic: Rumor mill - Fidelity starting individual HSA's Nov. 15th
Replies: 684
Views: 48503

Re: Rumor mill - Fidelity starting individual HSA's Nov. 15th

If I liquidate by selling Spider total stock market etf at TD Ameritrade and take a loss to transfer to Fidelity and buy Fidelity total stock market etf within 30 days is that a wash sale? The sale is inside your HSA, so it can't be a wash sale. Replacement property purchased inside an IRA--and may...
by jhfenton
Sun Dec 09, 2018 9:42 am
Forum: Investing - Theory, News & General
Topic: Vgd alt strategies fund (vasfx) open to retail investors?
Replies: 37
Views: 3035

Re: Vgd alt strategies fund (vasfx) open to retail investors?

james22 wrote:
Sun Dec 09, 2018 6:44 am
I don't seem able to find historical intraday fund prices, but that's what I saw at the time.

Posted because seemed so odd.

Now I'm really curious - was it just a bad quote (Google Finance), a spike?

Anyone?
VASFX is a mutual fund. There are no intraday prices.
by jhfenton
Sun Dec 09, 2018 8:32 am
Forum: Investing - Theory, News & General
Topic: Vanguard New Factor Funds Portfolio Statistics
Replies: 213
Views: 31799

Re: Vanguard New Factor Funds Portfolio Statistics

I wonder what kind of success they would want for these before they considered adding international funds set up in the same way. One would almost think that would be more economical as the same people could likely run all of them. It is a good question. I'm curious to see how the domestic factor f...
by jhfenton
Sun Dec 09, 2018 7:38 am
Forum: Investing - Theory, News & General
Topic: Rumor mill - Fidelity starting individual HSA's Nov. 15th
Replies: 684
Views: 48503

Re: Rumor mill - Fidelity starting individual HSA's Nov. 15th

What is the penalty for multiple rollovers? The second and subsequent rollovers within 12 months are not eligible rollover contributions, so they would be excess contributions to the extent that they exceed your annual contribution limit. Excess contributions are subject to a continuing 6% excise t...
by jhfenton
Sat Dec 08, 2018 5:09 pm
Forum: Personal Finance (Not Investing)
Topic: Are 401k contribution percents on salary before or after FSA/HSA elections?
Replies: 10
Views: 803

Re: Are 401k contribution percents on salary before or after FSA/HSA elections?

I doubt that one can only use a percentage. There must be a way to use a dollar amount. My Fidelity 401(k) only allows me to enter whole percentages from 0% to 75%. I can change it as often as I like, and as long as I give them a few days, it goes into effect for the next paycheck. I actually had t...
by jhfenton
Sat Dec 08, 2018 4:28 pm
Forum: Investing - Theory, News & General
Topic: Vanguard New Factor Funds Portfolio Statistics
Replies: 213
Views: 31799

Re: Vanguard New Factor Funds Portfolio Statistics

I was curious to see what had happened with the assets in the factor funds during all the market turbulence in November and December. The multifactor is the clear winner. It will probably pass $100 MM before its anniversary date in mid-February. It's not a blowout success, but it's definitely not go...
by jhfenton
Sat Dec 08, 2018 3:20 pm
Forum: Investing - Theory, News & General
Topic: You already own international stocks with VTSMX etc [Vanguard Total Stock Market]
Replies: 57
Views: 4700

Re: You already own international stocks with VTSMX etc

VTSMX: Month-end 10 largest holdings VTSMX is a closed fund. You should really retire the Investor index share class tickers. The relevant ticker is VTSAX. And fund names are better in subject lines anyway. It wasn't hard to guess what VTSMX was, but I had to open the thread to be sure. JL Collins ...
by jhfenton
Sat Dec 08, 2018 12:03 pm
Forum: Investing - Theory, News & General
Topic: Vanguard TIPS FUND
Replies: 4
Views: 540

Re: Vanguard TIPS FUND

Ahhh...shows my ignorance for sure. Thanks for setting me straight. Any thoughts on the effectiveness of the moves? The TIPS curve has been very flat this year, and the sweet part to me looked to be at the short end. (That is why I added a position in VTAPX. It looked attractive compared to short d...
by jhfenton
Sat Dec 08, 2018 11:55 am
Forum: Investing - Theory, News & General
Topic: Vanguard TIPS FUND
Replies: 4
Views: 540

Re: Vanguard TIPS FUND

Was reviewing the end of June 2018 Semiannual report for VIPSX (yes, I know it’s now December :oops: ). I noted in the discussion on management of the portfolio that there was a long-duration bias at the start of the year. Further indicates that “we shifted out of the position in January...based on...
by jhfenton
Sat Dec 08, 2018 11:25 am
Forum: Investing - Theory, News & General
Topic: Rumor mill - Fidelity starting individual HSA's Nov. 15th
Replies: 684
Views: 48503

Re: Rumor mill - Fidelity starting individual HSA's Nov. 15th

I called Lively on 12/4 to close my account and told them about the $50 charge. Lively reimbursed the $50 on 12/7 in my Fidelity HSA. :beer I suspected Lively might do that, but in the end TDA left the $50 behind in my TDA account and I just pulled it to my Lively account myself. Fidelity also reim...
by jhfenton
Thu Dec 06, 2018 8:59 pm
Forum: Investing - Theory, News & General
Topic: Emerging Market Bond Funds
Replies: 49
Views: 3270

Re: Emerging Market Bond Funds

Very pleased with the behavior of my VWOB during this turbulent times. (also 2016 rout) People forget the fundamentals/institutions and markets depth of EM are improving . (like most things in the world) Also ppl forget that unless pandemonium is happening (aka 2008), EM bond funds have nice predic...
by jhfenton
Thu Dec 06, 2018 2:34 pm
Forum: Investing - Help with Personal Investments
Topic: Wanting to buy on the dip today didn't workout
Replies: 44
Views: 5901

Re: Wanting to buy on the dip today didn't workout

ivk5 wrote:
Thu Dec 06, 2018 2:33 pm
That is true with funds. However it appears the OP was evidently trying to sell a T+2 position (individual stock, ETF, etc). Of course this is just speculation since OP hasn't provided that information.
Which, if you read the fifth post in the thread, is exactly what I told him.
by jhfenton
Thu Dec 06, 2018 2:25 pm
Forum: Investing - Help with Personal Investments
Topic: Wanting to buy on the dip today didn't workout
Replies: 44
Views: 5901

Re: Wanting to buy on the dip today didn't workout

Does Vanguard not have a "sell to buy" choice? It's how I rebalance at Fidelity. Zero time out of market. They do. Exchange is the term. But, I don't think you can "Exchange" and transfer from taxable to Roth IRA in one transaction. That is what is tripping up the scenario. You can buy and pull fun...
by jhfenton
Thu Dec 06, 2018 12:41 pm
Forum: Investing - Help with Personal Investments
Topic: Wanting to buy on the dip today didn't workout
Replies: 44
Views: 5901

Re: Wanting to buy on the dip today didn't workout

The person my wife spoke with actually told her that if we sold our position in the taxable account, those funds would not be available until Monday. We terminated the call at that point and here we sit, frustrated and confused about the difficulties of trying your best to save money the smartest w...
by jhfenton
Thu Dec 06, 2018 10:02 am
Forum: Investing - Theory, News & General
Topic: Which Bond ETF: TBM, TBM-exUS, or TWBM?
Replies: 4
Views: 351

Re: Which Bond ETF: TBM, TBM-exUS, or TWBM?

Where can I find any articles regarding the "hedge return"? Frankly I don't understand how non-USD bonds (lower SEC Yield and weaker currencies) can beat USD bonds regarding total return. Here is Vanguard's article from 2014: Understanding the ‘hedge return’: The impact of currency hedging in forei...
by jhfenton
Thu Dec 06, 2018 9:21 am
Forum: Personal Finance (Not Investing)
Topic: How far back can HSA Expenses go?
Replies: 14
Views: 1530

Re: How far back can HSA Expenses go?

Yeah, well, maybe one day Wage Works will read that. DH had an HSA established for years, joined an employer who administered the employer's HSA through WageWorks, and despite much argument, Wageworks resolutely refused to process any withdrawals related to expenses dated before the WW account was ...
by jhfenton
Wed Dec 05, 2018 9:00 pm
Forum: Investing - Theory, News & General
Topic: Which Bond ETF: TBM, TBM-exUS, or TWBM?
Replies: 4
Views: 351

Re: Which Bond ETF: TBM, TBM-exUS, or TWBM?

I would definitely keep U.S. and ex-US separate. Whether you bother with the complexity of ex-US bonds at all is a separate question. You can't look at the SEC Yield alone comparing the return of hedged bond funds, as it doesn't include the hedge return. There are many threads on here discussing the...
by jhfenton
Wed Dec 05, 2018 8:38 pm
Forum: Personal Finance (Not Investing)
Topic: How far back can HSA Expenses go?
Replies: 14
Views: 1530

Re: How far back can HSA Expenses go?

Am I thinking about this correctly? Yes. The medical expenses have to be incurred on or after the day you originally opened your HSA. You can save those receipts for years. On or after the date that you opened an HSA, or the particular one where your funds reside? My recent switchover from HSA Bank...
by jhfenton
Wed Dec 05, 2018 2:25 pm
Forum: Personal Finance (Not Investing)
Topic: How far back can HSA Expenses go?
Replies: 14
Views: 1530

Re: How far back can HSA Expenses go?

pghpens wrote:
Wed Dec 05, 2018 2:10 pm
Am I thinking about this correctly?
Yes. The medical expenses have to be incurred on or after the day you originally opened your HSA. You can save those receipts for years.
by jhfenton
Wed Dec 05, 2018 1:48 pm
Forum: Investing - Theory, News & General
Topic: Vanguard mobile check deposit
Replies: 10
Views: 1754

Re: Vanguard mobile check deposit

For me, mobile check for brokerage accounts is still not enabled for the Vanguard app on iOS. I updated to the latest version (9.7) released 18 hours ago, and it still throws the same "Alert" contact us message that it has since I opened our accounts in 2015.