Vanguard website help? Opening IRA specific.

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Lodgehunter
Posts: 5
Joined: Sun Aug 19, 2018 2:34 pm

Vanguard website help? Opening IRA specific.

Post by Lodgehunter » Sun Feb 10, 2019 4:43 pm

I opened an account for my wife and me last summer. I am trying to open a traditional IRA for each of us. I was finally able to get one open for me. Whenever I try to open a second one for my wife it fills in my name and I can never select her name. Any advise.

When I opened the account I put all the information in for both of us. Highly frustrating.

masteraleph
Posts: 609
Joined: Wed Nov 04, 2009 9:45 am

Re: Vanguard website help? Opening IRA specific.

Post by masteraleph » Sun Feb 10, 2019 4:45 pm

Wouldn’t she need to have her own online account? I believe it’s possible to grant some control over some accounts to other online accounts, but her accounts almost certainly need to be under her access, not yours.

krow36
Posts: 2077
Joined: Fri Jan 30, 2015 6:05 pm
Location: WA

Re: Vanguard website help? Opening IRA specific.

Post by krow36 » Sun Feb 10, 2019 5:03 pm

I think the problem may be having is that you are starting by signing into your joint account. She should not sign in, but choose to establish a New Account.

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