Reply to Rec an investment company like Vanguard

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[quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous]What on earth don't you like about the lowest fee index funds on earth? Did they sleep with your spouse?[/quote]

Oh my, no!  Maybe it's petty but they required my husband's permission to start a fund because it's linked to a shared bank account (one where I am legally entitled to 100% of the money, as is he). It felt a little Handmaid's Tale and I pushed back a little but I complied. The final straw was a notary public signed on the wrong line and instead of chalking it up to a clerical error, they are making me redo all of the paperwork. The universe is telling me Vanguard isn't going to work for me anymore.[/quote]

They're protecting you (and themselves).  Everything you described is the proper way to conduct business.[/quote]

That's fine. But when their notary messes up and they don't fix it, I'll take it as a sign![/quote]

How else do you "fix" a mistake on a legal document other than doing it again?  Again, they're protecting you.  What happens when you die and your heirs are trying to sort out your estate, and your account gets frozen because some notarized form wasn't properly executed?[/quote]

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