I suppose "timely" is what one is used to. Many of us came up through the pre-internet age. For many years the vast majority of our assets were in my wife's pension plan which reported once a year -- as of December 31 -- usually in March or April.And conveniently for Vanguard, July 1 is when their Amendment to Brokerage Agreement goes into effect, which allows Vanguard to charge for “excessive phone calls.”Makes me wonder why Vanguard is making this unprecedented (seems like) move. If their aim is to generate fewer phone calls and customer service interactions they shouldn't do something like this. I can only wonder how many phone calls they'll be getting Monday!This is the first time I've seen equity funds post in the following month - odd but won't change the tax reporting so ...
Personally, their money market funds are the only thing keeping me (partially) at Vanguard, but their IT hiccups and lack of timely information (as evidenced in this thread) and increased customer unfriendly service is about to push me away.
I've never detected a statement error. An occasional corrected tax document but not statements.
Statistics: Posted by jebmke — Sat Jun 29, 2024 11:17 am