Personal Consumer Issues • What to do?? [Vanguard warning about closing account for calling too frequently]

I suspect one of two things happened:

# 1 You were not particularly kind on the phone

# 2 You are difficult to communicate with such that their customer service abilities are not adequate for your customer service needs. Maybe Fidelity or Schwab can handle this, but more likely, you actually need to spend a few thousand a year with a local financial advisor to help you with this stuff.

There might be a possible 3rd reason:

3. It is a scam letter targeted at older investors, especially one who may be increasingly taking over financial mantters for an ever older spouse.

Looking back at OP's previous posts, she asked (very politely) for some portfolio help a few years back. And, a few years back, OP and husband were in mid-70s/mid-80s.

go2? Did this letter ask you to *do* something (e.g., "Call this number to discuss the situation.") (That would be a scan warning sign.)

Maybe. But I don't know what kind of scam starts by "Don't call us anymore." The OP already knows how to log into the website so I don't think they're getting referred elsewhere. And I agree, the OP seems plenty kind on the forum. That's why I suspect the issue is # 2.

So if a person is in the 80s and finds communication difficult, Vanguard is going to fire you? What is the world coming to.

Statistics: Posted by JoeNJ28 — Tue Mar 05, 2024 5:33 pm — Replies 61 — Views 4464