Personal Investors

Learn more about e-delivery of confirmations and plan education materials

You can change your mailing preferences* at any time by choosing electronic delivery, paper delivery via U.S. mail, or a combination of the two. Your confirmations will be available online for the time specified in our Consent Agreement for Electronic Delivery, no matter which option you choose.

If you choose e-delivery, we'll send an e-mail when your confirmations are available online, usually the business day after the transaction or change to your account information was made. They'll remain accessible online for at least 13 months.

What you'll receive 

You'll receive confirmations for transactions and changes to your account information for:

  • Personal mutual fund accounts, brokerage accounts, Vanguard 529 plan accounts, and certain annuity contracts/policies registered under your Social Security number or individual taxpayer identification number (SSN).
  • UGMAs/UTMAs for which you're the custodian.
  • Employer-sponsored plan accounts established under your SSN.**
  • Organization accounts registered under an employer identification number (EIN) on which you've been authorized for e-delivery.
  • Trust accounts registered under an EIN on which you’ve been authorized for e-delivery.

If you have more than one account and aren't sure which accounts are affected by the mail delivery changes, go to the previous page and click accounts affected at the top.

Technical considerations

If you use spam-blocking software, add vanguard.com and evanguard.com to your list of acceptable domains so that you can receive e-mail when your confirmations are available online.

You'll need PDF viewing software, such as Adobe Reader, installed on your computer in order to view, print, or download confirmations.

*For employer plan accounts, e-delivery options will be based on plan rules.

**You'll receive certain plan education materials relating to your employer-sponsored plan account as determined by your plan sponsor.

Consent: View our Consent Agreement for Electronic Delivery.

 

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