No. of Recommendations: 9
I've read the thread, and I think I understand what you want to do, although you are really phrasing it in an odd way. You want to have all your accounts at one broker so that you can have one single sign-on and see everything. That is doable, and it is doable wherever you have your accounts including Vanguard and Scottrade.

It has nothing to do with where you have a joint account, and everything to do with just getting the proper paperwork set up. You need your husband to do a Power-of-Attorney form (all the brokers will have them online) that gives you the POA. Once you do that, his account will show under your sign-on.

Here's how it works for us. At Vanguard, we have a joint account, Roth IRAs for DH, me, and both kids, and UGMA accounts for both kids. I have POA on everything. When I sign into my account, all those accounts come up on my screen. The kids have now reached the age of majority, and so we are in the process of transferring their assets to each of them. DD's has already finished, and so I can no longer see her accounts because I do not have POA, but I will be able to see DS's accounts because he is doing the POA.

At E-Trade, we have a joint account, I have a roll-over IRA, and DH and I both have Roth IRAs. I have POA on all of DH's accounts, and so when I sign on, I can see all of those accounts right there on my screen.

At Wells Fargo, DH and I have Traditional IRAs, DH has his solo 401k, and we have a couple of joint accounts. In that case, we have what they call householding which allows all the accounts to show up under one sign-on, and one of the accounts is labelled as the main one so that it includes all the statements for all the accounts.

That's my long-winded way of saying you can either move the Vanguard accounts over to Scottrade where you can have everything, or you can have your DH fill out the POA at Vanguard, and you will see all the Vanguard accounts when you login.

Where you are confusing people is talking about moving things into your joint account. That has nothing to do with anything, and is just another account at the brokerage. It does not control your individual accounts, and is not required to have your individual accounts there. Nor is it required for you to have access.

Get the POA done, and it should all work fine.
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