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Personal Finance and Investing

progree

(12,720 posts)

7. No, I don't have any such email from Vanguard. But grrr, I maintain a consolidated summary at Vanguard

Reply to question everything (Original post)

Wed Dec 31, 2025, 12:14 PM

6 hrs ago

of my Vanguard, Fidelity, and Schwab holdings, It uses Yodlee for that. And it has not updated the Fidelity holdings since December 11, though I did a "Refresh" many times over the past 2 weeks, and dug into it at both Vanguard and Fidelity I haven't called yet..

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Anyone a customer of Vanguard? Got an email welcoming me to.. 2021 tax season [View all] question everything 7 hrs ago OP

Are the crooks running them too? bucolic_frolic 7 hrs ago #1

Interesting. Did not click on anything only replied that I've done my 2020 returns five years ago.. question everything 7 hrs ago #4

Sounds like a scam Fiendish Thingy 7 hrs ago #2

I have for more that 25 years and many acquaintances do as well. Yonnie3 6 hrs ago #5

Same here. Both of us have IRA and Roth IRA and no other investment vehicle. Also self managed question everything 4 hrs ago #11

I echo what Yonnie3 in #5 says. I too directly own Vanguard funds as well as Fidelity and Schwab ones progree 6 hrs ago #6

Mine were hung up on tax avoidance and short-term performance Yonnie3 6 hrs ago #8

I got the same Yonnie3 7 hrs ago #3

Does not bode well for a financial institution question everything 4 hrs ago #10

How so? Yonnie3 3 hrs ago #12

Not realising that wrong numbers are being sent to everyone? question everything 2 hrs ago #13

No, I don't have any such email from Vanguard. But grrr, I maintain a consolidated summary at Vanguard progree 6 hrs ago #7

Shouldn't they be pretty good with numbers? Did AI forget to update the year? IcyPeas 5 hrs ago #9