Investing - Theory, News & General • PSA - Vanguard Online Conversion to ETF (No Phone Call Needed)

Public Service Announcement:

You can now convert mutual funds to ETF online. You do not have to call. Once logged into your account and looking at the Dashboard (or click on My Dashboard). At the top there are drop down menus.

Select Transact, then select Buy & Sell. Direct link to the Buy & Sell page.

On the Buy & Sell page there should be an option to "Convert Vanguard mutual funds to ETFs". Direct link to the ETF Conversions page.

I know the above information has been posted but it was buried inside other posts and initially reading posts from the search results only yielded, "you need to call." Hopefully, with the Subject and initial post, it will save others from having to read multiple pages of post to find the same information.

Notes:

If it's not a Roth IRA, you probably should change your accounting method from Average to SpecID. LINK

Here's a list of Mutual Funds that have an equivalent ETF and can be converted tax free (if it's a tax-able account). LINK

From other posts, the conversion process takes a few days.

Statistics: Posted by dlong — Tue Jan 14, 2025 3:34 pm — Replies 1 — Views 76