Personal Finance (Not Investing) • Vanguard: What documents to download before combining taxable accounts

After always having separate taxable brokerage accounts at Vanguard (before we could be married), my spouse and I are combining them to simplify. Before this happens, what statements or reports should I be sure to download from the website?

Thanks for suggestions and feedback.

Ann

Statistics: Posted by abishop512 — Fri Jun 28, 2024 6:15 pm — Replies 2 — Views 214

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