Buy more shares of an existing account |
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Add Money to your Retirement or Nonretirement Account
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Use this process to add money to your retirement or nonretirement account by check. Please allow 1-3 business days for processing after we receive your form. |
Buy Vanguard Funds
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Invest online in Vanguard Mutual Funds. |
Contribution Allocation for your SEP-IRA or SIMPLE IRA
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Use this process to establish or change fund allocation instructions for your account in your employer's multi-participant SEP-IRA or SIMPLE IRA. Please allow 5-7 business days for processing after we receive your form. |
Exchange Between Non-settlement Vanguard Funds
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Allows you to move money between existing Non-settlement fund mutual fund accounts. |
Individual 401(k) Rollover Contribution by Check
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Use this process to make a rollover contribution of pre-tax money into a Vanguard Individual 401(k) participant account by check. Please allow 2-4 business days for processing after we receive your form. |
Individual 401(k) Rollover Contribution from a Vanguard Account
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Use this process to make an eligible rollover contribution of pre-tax money from another Vanguard retirement account into a Vanguard Individual 401(k) account. Please allow 5-7 business days for processing after we receive your form. |
Roth IRA Conversion Kit
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Convert your traditional, SEP, or SIMPLE IRA to a Vanguard® Roth IRA. |
SIMPLE IRA Contribution Remittance Form
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Plan administrators can use this process to submit the initial contribution for your Vanguard SIMPLE IRA. In addition, use this form along with a signed new account application, to establish a SIMPLE IRA for an employee. |
Trade non-Vanguard Mutual Funds via FundAccess
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Use this online tool to buy or sell non-Vanguard Mutual Funds via FundAccess. Note: Vanguard Federal Money Market Fund will be used to pay for and receive proceeds from the transaction. |
Trade Fixed Income Investments
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Use this portion of the website to trade CDs, Treasuries, Municipal Bonds, Corporate Bonds and more. After you select the account in which you would like to trade in, you will be able to see and select the desired yield, or execute a detailed search. |
Trade Stocks, ETFs and Listed Securities
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Use this online tool to buy or sell shares of a stock, ETF or listed security. Note: Vanguard Federal Money Market Fund will be used to pay for and receive proceeds from the transaction. |
Sell shares of an existing account |
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(VBA) Vanguard Brokerage Account IRA Distribution
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Use this process to take a distribution from your settlement fund in a VBA traditional IRA, SEP-IRA, Roth IRA, or inherited IRA. Please allow 1-3 business days for processing after we receive your form. |
Distribution from a TA Vanguard IRA
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Use this process to take a distribution from your TA traditional IRA, SEP-IRA, Roth IRA, SIMPLE IRA or inherited IRA. Please allow 1-3 business days for processing after we receive your form. |
Outgoing DRS Transfer Form
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Use this process to direct register stocks from your Vanguard Brokerage Services® nonretirement account to an account with a transfer agent. |
Remove Money From Your Retirement or Nonretirement Account
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Use this process to sell full or partial shares of your retirement or nonretirement account. (i.e. SEP, SIMPLE, Trad, Rollover, Roth, i401k, Individual, Joint, Trust, Org). Please allow 1-3 business days for processing after we receive your form. |
Retail to VRPA Transfer Request Form
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Use this form to transfer assets from Vanguard Retail to VRPA at Ascensus. |
Selling Stock Under SEC Rule 144 Kit
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If you are a Vanguard Brokerage Services® client, you can use this kit to sell stock covered under SEC Rule 144. |
Take a Distribution from your IRA
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Use our online tool to take a distribution from your Vanguard IRA. |
Take a Qualified Charitable Distribution from an IRA
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Use our online tool to make a check payable to the Qualified Charity of your choice. Check will be made payable to your charity and sent to your address of record. |
Withdraw Funds from a Nonretirement Account
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Use our online tool to take a withdrawal from your nonretirement account. |