- Category: Finance
- First released: October 24, 2009
- Versions: 2 archived
- Installable: 2 of 2
- Seller: The Vanguard Group, Inc.
- com.vanguard.app
Requirements: Compatible with iPhone and iPod touch. Requires iOS 3.0 or later.
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Archived Reviews
8 of 25Trying to create one for days but not working
Nice changes
I am very impressed with this new service. Look forward to reviewing and receiving additional information on a periodic basis. Thanks
I love vanguard, their customer service is always so helpful and the app is very user friendly. I wouldn’t want to trust any other app. Thank you Vanguard and all of the employees!
The only reason I have money with them is because it’s inherited from my father’s estate I pulled $11,000 out a few weeks after got it. I’m 6/22/26 I sold $165,000 and transferred to checking no problem. On 6/24/26 my wealth advisor tried to start a transfer to his company suddenly there is a hold on both accounts and I’m not allowed to do anything for 1 year after receipt. Tiffany hung up on me when I point this out. Had to call back. Currently at 90 minutes trying to get the hold removed different tard supposedly licensed but can answer questions run don’t walk away from this company and file a complaint with sex like I did
Like everything Vanguard does, this app allows basics without too much difficulty. Be warned: it is somewhat limited and you will still have to spend time on hold to speak with someone for any additional tasks. I like Vanguard’s funds but this app is one of many small reasons I’m regretting my choice of brokerage house. Death by a thousand cuts—probably should have bought Vanguard funds via Fidelity.
The app is absolutely awful if you have more than one account or multiple stock holdings. Here are six specific examples of bugs or flaws that have been unfixed for months: (1) It’ll often show a transaction as “Dividend” or “Fee” and not be able to show which security issued it, even if you click on the transaction, making it impossible to know why money was added or removed until you get your paper statement. (2) Security amounts are rounded to two decimal places in summary views, but tracked to 3, so you can’t reconcile anything without manually clicking on every single transaction to get the extra decimal place. (3) Information about securities is often shown by ticker only, so you have to memorize the tickers of all your holdings. (4) Transaction history views are maddening if you have more than one account because they don’t have a column for the account name; either you see everything uselessly jumbled together or you have to manually create a filter per account you want to see (which might be fine if you have 1 account but otherwise tedious). (5) Transaction history views default to the last 30 days, necessitating fiddling with the filter views to see anything more (whereas any other app would just let you scroll down). (6) You have to remember to manually select the tax method (e.g., highest basis first) each time you sell.
Easy to use
Period reviews recovered from Apple's customer-review feeds via the Wayback Machine.