Website help -- 529 at Vanguard

[ohgillian]

The Vanguard website is the least intuitive site ever for me, at least when it comes to the 529s. If you have a 529 at Vanguard, do you have monthly statements and if so, can you help me find them? I found "My 529 Plan Area", which is clearly a whole separate part of Vanguard altogether, and then I found my documents, but the only document type I'm being offered is "Tax Forms." 

I wouldn't even be looking for my monthly statement if I could figure out how my 529s are performing, but that one line graph you see when you get to the "My 529 area" is the ONLY info I can find anywhere about how my 529s are doing. I need.... more than a line graph to feel comfortable.

The rest of Vanguard isn't like this at all, and this has frustrated me forever. Does anyone know how to see more detailed info on your 529? E.g., returns for example.

Thanks.

[ohgillian]

Dec 6, 2021 19:16:27 GMT -5 ewall said:

ohgillian You can find statements in the main site (not the pop up My 529 plan area.) Top of page, the My Accounts drop down, then Statements. I can’t say the 529 statement is much more informative than the plan area.

There’s an option on the Statements page to create a custom report, but I haven’t tried that.

Thanks for the detailed reply. Mine aren't in there! All my other account statements are, but not the 529s. Maybe my account has a glitch. I'll email them or contact support. Thanks for confirming where they should be.  

[ohgillian]

Actually ewall, it turned out they ARE there -- I just hadn't realized they are only quarterly statements so I hadn't scrolled down far enough. I looked again and when I scrolled down I found the 9/30 statement. Thanks again.