You can upload your documents to the Documents section of your online account. The formats can be a scanned copy, PDF or a photo. The uploaded document must show the entire document. Cropped or blurred images will not be accepted.
Any other check-related instructions. For Vanguard, 401(k) rollover checks need to be made out to Vanguard FBO your name. FBO indicates who the checks is “for the benefit of” which is you!
Cons No fractional shares, except for Vanguard ETFs. No cryptocurrency trading. No physical branches. Only basic screeners are available. Lacks the banking-type services available from other financial services firms.