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: 3840
- 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. | I'm a novice investor, you are forewarned.
- Posts: 5638
- 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.
Return to “Investing - Help with Personal Investments”
Who is online
Users browsing this forum: atltrojan, bltkmt, Dale_G, fire_rebel, hulburt1, lowndes, noupdjm, Oh123, onthecusp, RW-Expat, Tracyfaa, Vanguard Fan 1367, vested1, ZinCO and 103 guests