Early April I opened a Vanguard Digital Advisor Account to get all my accounts transferred, let the “Robo” handle all the transfer details, I will manage the portfolio myself soon. All went well, “Robo” seems OK, I’m satisfied for now.
Today I received an email from a Vanguard PA, who scheduled a call, stating “I was recently reviewing your financial plan and identified potential opportunities for you to maximize progress towards your financial goals”. I thought this was determined with the sign-up questionnaire.
Is this typical?
Today I received an email from a Vanguard PA, who scheduled a call, stating “I was recently reviewing your financial plan and identified potential opportunities for you to maximize progress towards your financial goals”. I thought this was determined with the sign-up questionnaire.
Is this typical?
Statistics: Posted by Nadir — Tue May 21, 2024 11:16 am — Replies 2 — Views 579