For a few years I had an individual brokerage account in Vanguard where I invested in some mutual funds. Now I decided to open a joint brokerage account with my wife and transfer these funds to this new account, without having to sell & buy these assets. Is that even possible? If so, how do I do that?

  • 3
    It might be simplest to add her to your existing account.
    – RonJohn
    Jan 9 at 20:54
  • Thank you for your recommendation, @RonJohn. The only thing that I've found was the "Adding an owner to a non-retirement account" form. When I started filling it out, it prompted me to select the corresponding accounts (a source & a destination), which was exactly what I was looking for.
    – wintermute
    Jan 9 at 21:56
  • 1
    There's a web page investor.vanguard.com/investing/rollover-iras-transfers. A link Start your transfer online leads me to the page that allows to create a new account. What do you see, when you login as a customer? Jan 10 at 0:13
  • Those options are useful if I wanted to transfer the money or funds from another brokerage account into Vanguard, but that's not my use case.
    – wintermute
    Jan 10 at 5:11

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