How to avoid giving private financial and employment information required in transition...

GetHuman-lniemand's customer service issue with Vanguard from December 2019

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The issue in GetHuman-lniemand's own words
Enter required informaiton for the transitioning ap without giving private, not needed information ... How to avoid giving private financial and employment information required in transitioning of account to new platform.
Questions asked do not have anything to do with transitioning an existing account to the new platform.
Talk to me and let me know how to bypass questions on financial status or assist in the transition without answering any additional questions.
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Vanguard

Transition to new platform
Customer service issue
Reported by GetHuman-lniemand
Dec 13th, 2019 - a year ago
I have an issue with Vanguard too
Fixed
Seen by 7 customers so far
Similar issue to 124 others
0 customers following this
Items needed
Account holder name
Billing address
Date of birth
Last 4 digits of Social Security number

Timeline

GetHuman-lniemand started working on this issue
Dec 13th, 2019 9:32pm
GetHuman-lniemand confirmed the issue is fixed. Hooray!
Dec 14th, 2019 3:52am

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