Never click on a link to a financial or sensitive account in an email no matter how legit you believe it is. As a matter of habit, login to your Vanguard account in a secure manner and direct the change.Investment101 wrote: ↑Tue Aug 09, 2022 11:40 pm So to change over to brokerage account, just click the link in the email and it will switch from the mutual fund only account to Vanguard Brokerage Account right? Anything else like check back later if they transferred everything over ok or additional steps? I will need to set up ACH transfer and settings like “reinvest dividends” right? Or will all those settings transfer over too?
Confirm reinvestment declarations, beneficiary declarations, and if a taxable account, tax lot preferences for sales of shares.
In a taxable account, take a screen shot of and/or identify cost basis data on a statement before the change, and make sure it is correct after the change.