How long do change of ownership processes take at VG?

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Indianrock
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Joined: Sat Jan 02, 2010 11:40 am

How long do change of ownership processes take at VG?

Post by Indianrock »

I completed the Vanguard online "DocuSign" process to change ownership on a portion of our joint/taxable account. The message indicates Vanguard acknowledges that completion and will advise if they need anything else from me. Wondering how long that typically takes?

This was done to allow some specific TOD beneficiary assignments my wife and I are doing as we work to keep almost everything out of our Wills except household goods. ( transfer on death beneficiaries can't be assigned on joint taxable accounts)
If I was king: once a stock is purchased, you hold it for 30 days.
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