Talk:Donating appreciated securities

Reader feedback: Please emphasis that this on...
68.183.52.43 posted this comment on 9 December 2016 (view all feedback).

"Please emphasis that this only works for a Vanguard Brokerage Account. It is virtually impossible to do from an investment account (I didn't even know there was such a distinction and its not obvious from their web pages). When this transaction from my investment account was refused the help desk was clueless and said I had to cash out to transfer or the charity had to have an account with them. They did not suggest a viable solution. Finally, I discovered I could upgrade to a brokerage account and get it done."

Is this relevant information for the wiki page? LadyGeek 22:23, 9 December 2016 (EST)

I would like confirmation from others before putting it on the page. I donated appreciated securities from my mutual fund account years ago with no problem, and there is a form for doing it, but the brokerage-to-investment-account merger may have changed things. (I can't confirm it myself because I now hold everything in a brokerage account.) Grabiner 22:35, 9 December 2016 (EST)