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Post by chang on Apr 24, 2024 13:35:39 GMT
Crappy VG website, how can they not show you this somewhere? I must be going blind.
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Post by gman57 on Apr 24, 2024 14:07:08 GMT
I think right at the top of your statement on the right. Voyager Client or Select Client or Flagship Client. I agree, it should be easier.
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Post by roi2020 on Apr 25, 2024 7:26:40 GMT
Crappy VG website, how can they not show you this somewhere? I must be going blind.
Vanguard website should list status more prominently.
It's very easy to overlook.
Login to Vanguard website.
Click Balances.
Scroll down page. Following info will be listed for Flagship investors:
Flagship services
Contact information
800-345-1344
Monday to Friday
8 a.m. to 8 p.m., Eastern time
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Post by chang on Apr 25, 2024 7:39:19 GMT
I think right at the top of your statement on the right. Voyager Client or Select Client or Flagship Client. I agree, it should be easier. Yep, I just found it. Still Voyager as of 3/31. They're slow to update. I lost Flagship when I bought a T-bill six months ago. About a month ago I transferred my VIG holding from Fido to VG (where it makes more sense anyway) so I should be easily into Flagship territory. But they haven't picked it up yet. |
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Post by roi2020 on Apr 27, 2024 14:46:01 GMT
I think right at the top of your statement on the right. Voyager Client or Select Client or Flagship Client. I agree, it should be easier. Yep, I just found it. Still Voyager as of 3/31. They're slow to update. I lost Flagship when I bought a T-bill six months ago. About a month ago I transferred my VIG holding from Fido to VG (where it makes more sense anyway) so I should be easily into Flagship territory. But they haven't picked it up yet.
When I inquired about Flagship status, this was Vanguard's partial response:
"Account balances are reviewed monthly, and when you maintain the asset threshold for three consecutive months, you’ll be enrolled in Flagship Services.
This requires no further action on your part."
My account balance (beginning/ending balance listed on monthly statements) met the asset threshold for five consecutive months yet I wasn't enrolled in Flagship services.
I contacted Vanguard and spoke with two reps to fix this.
Spoke with Michael on Thu, 08/17
Michael didn't have the answer but said I should expect a response on Fri, 08/18.
Did not receive response.
Spoke with Patrick on Monday, 08/21
Patrick submitted request to manually add Flagship benefits.
Confirmation# 1000***** |
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Post by yakers on Apr 29, 2024 15:39:31 GMT
Would be nice if Flagship ment anything.
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Post by retiredat48 on Apr 29, 2024 15:45:30 GMT
Would be nice if Flagship ment anything. My observation is I get a flagship rep rather quickly if I call, versus a 4 hour to 2 day wait that others experience. And i think reps are "better." Other small goodies exist. R48 |
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Post by saratoga on Apr 29, 2024 21:09:51 GMT
Does Vanguard count only its products when checking qualifications for flagship? In particular, does it count stocks?
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Post by gman57 on Apr 29, 2024 21:13:21 GMT
Does Vanguard count only its products when checking qualifications for flagship? In particular, does it count stocks? ***From VG site*** Eligibility is first calculated using qualifying assets for an individual client. We then combine the qualifying assets of clients sharing a residential address to determine final eligibility*, with a minimum of $1 million to qualify for Vanguard Flagship Services®. Assets that qualify Any assets under management of Vanguard Personal Advisor. Vanguard mutual funds and Vanguard ETFs held by a client in certain personal accounts qualify. Personal account types include: individual non-retirement, education savings accounts, IRAs, Joint, Trust, Custodian, Guardian, UTMA, UGMA, Estate, Sole Proprietorship, and Single-Participant SEP IRA plans. Note: Vanguard assets in a Vanguard 529 Plan, Vanguard Variable Annuity, Multi-participant SEP IRA plans, SIMPLE, i401k, 403(b), family partnership, family corporation, or employer-sponsored retirement plans for which Vanguard provides recordkeeping services may be included in determining eligibility if you also have a personal account holding Vanguard mutual funds or Vanguard ETFs. Assets held in other account types are not eligible to be included in service eligibility determination. We review qualifications periodically The qualification criteria (for example, asset levels) are reviewed periodically and could change at any time. Vanguard reserves the right to discontinue enrollment in any of these services or reassign any investor, without prior notification, to the appropriate service level if the investor fails to continue to meet the applicable qualification criteria. Vanguard reserves the right to amend or cancel selected features and benefits at any time without prior notification. In addition, ongoing access by any particular investor to individual services, discounts, and exemptions is subject to periodic review and may be restricted based upon criteria established solely by Vanguard. While these services are complimentary, some underlying services may charge fees and expenses. Vanguard does not guarantee any level of service. *Business addresses and other non-residential addresses are not eligible to be aggregated for purposes of determining services. |
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Post by saratoga on Apr 29, 2024 22:50:44 GMT
Thanks, Gman57. T. Rowe Price seems to count every asset under their management.
I am not in a hurry for the flagship status although my assets at Vanguard substantially exceed 1 million.
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