How do I change my personal information (home address, e-mail address, beneficiaries, bank information, user name)?
You must be logged on to change your personal information. Click the My Accounts tab, then click the Account maintenance tab. There, you can view and change your home address, e-mail address, beneficiaries, and banking information. You can also update your personal profile, which includes your percentage of total assets at Vanguard and investment goals.
How do I change my mailing preferences for statements, reports, prospectuses, brokerage confirmations, or e-mail newsletters?
You must be logged on to change your mailing preferences.
Click the My Accounts tab, and then click the Account maintenance tab. Use the link under "Set my delivery preferences" to change how you receive statements, reports, prospectuses, proxy materials, and brokerage trade confirmations. You can also add or change e-mail newsletter subscriptions.
Your selections will be valid for any accounts for which you are listed as the primary holder, or any accounts for which you act as custodian, such as those established through the Uniform Gifts to Minors Act, the Uniform Transfers to Minors Act, or education savings accounts.
You can choose at any time to view your documents online instead of receiving them through the U.S. mail. Vanguard will send you an e-mail letting you know when your selected documents are available online.
Yes. You can download Vanguard account data and recent transaction information into Intuit's Quicken and Microsoft Money. Once you've set up the Vanguard accounts you wish to track, this method allows you to update all of your accounts with one click. This service is available for Quicken 2007 (or later) on Windows and Macintosh computers, and Money 2007 for Windows only.
You can also download account information directly to your desktop as a Comma-Delimited File or Comma-Separated Value (.CSV) and import it into Microsoft Excel and most other spreadsheet programs. This feature is available for Windows and Macintosh computers.
For more information, read Downloading Account Information—Help.
You must be logged on to view this information. Click the My Accounts tab at the top of the screen, then click Overview. Any services you've enrolled in will appear under "My Services" on the right side of the screen. You can select a service from this list and be taken to that page. As you sign up for new services, they'll be added to this list.
You can find all of the forms, kits, and brochures associated with your accounts by clicking Forms in the utility bar. On the Forms & Literature page, you can access the forms you need for opening and maintaining your Vanguard accounts, and get prospectuses, applications, and reports for Vanguard mutual funds and variable annuity portfolios.
If you can't find the form or kit you need, contact us.
Financial Engines Personal Online Advisor service allows Vanguard to provide the latest innovations in online advice, offering industry-leading, independent expertise to our investors. Founded by Nobel Prize-winning economist Bill Sharpe, Financial Engines uses an investment methodology that emphasizes the value of long-term investing and the importance of consistency, taxes, and costs—key components of Vanguard's philosophy. Financial Engines enables both novice and sophisticated investors to receive professional third-party investment guidance, providing customized advice and specific investment recommendations.
Let our Change of Ownership forms provide you with the appropriate forms and customized instructions to change the ownership of a Vanguard account. To access the form, type "Change of Ownership" in the search field.
A signature guarantee verifies the authenticity of a signature. The guarantor (one who guarantees a signature) must be an officer of a bank or trust company or a broker who is a member of a recognized U.S. stock exchange. Also acceptable as guarantors are savings banks, savings and loans, credit unions, national securities exchanges, clearing agencies, and savings associations. The bank or broker (guarantor) vouches for the authenticity of a person's signature and takes on potential financial liability every time it guarantees a signature. A notary public cannot provide a signature guarantee. The guarantee must be dated within 30 days of receipt at Vanguard.
There are two ways to add accounts to your Outside Investments display:
Vanguard has partnered with Financial Engines to provide the Vanguard Managed Account Program and Personal Online Advisor, powered by Financial Engines. Financial Engines is an independent, registered investment advisor that does not sell investments or receive commission for the investments it recommends. Advisory services are provided by Vanguard Advisers, Inc. (VAI), a federally registered investment advisor and an affiliate of The Vanguard Group, Inc. (Vanguard). Vanguard is owned by the Vanguard funds, which are distributed by Vanguard Marketing Corporation, a registered broker-dealer affiliated with VAI and Vanguard. Neither Vanguard nor Financial Engines guarantees future results.