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Individual, joint, or IRA |
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Add or Remove Access to your Account
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Use this process to add or maintain various levels of access or establish Power of Attorney on your account(s). Please allow 5-7 business days for processing after we receive your form. |
Authorization to Provide Account Information to Employer
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Use this process to authorize Vanguard to provide information on your accounts to your employer, its subsidiaries, and other authorized recipients. Please allow 5-7 business days for processing after we receive your form. |
Protect Your Finances From Exploitation
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This brochure provides clients information on how to avoid scams and financial exploitation, and how to protect their accounts from financial exploitation. |
Report of Incapacity
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Use this process for a third party to report a client's incapacity to Vanguard. Form must be filled out by a physician/medical professional. Please allow 5-7 business days for processing after we receive your form. |
Restrict Account Access
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Allows you to restrict account access from any unrecognized device. |