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Diversification does not ensure a profit or protect against a loss in a declining market. Marketing Corporation member FINRA and SIPC. 5. 8 Governing Law. The Plan shall be governed by construed administered and enforced according to the laws of Pennsylvania. 3 of 3 TODPAT 022014 Connect with Vanguard vanguard. 1 of 4 Accounts to be included in the plan Check and complete A B or C. Option A. All nonretirement accounts held solely in my name. 3 Types of Accounts Eligible for Plan. Only designate ...

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How do I add an owner to my Vanguard account?

Vanguard has a process for authorizing another person to act on your behalf over your accounts. They call it agent authorization. On Vanguard.com, click on Forms, and then look for Account Access. You can give another person Information-Only access or you can make another person a Limited Agent or a Full Agent.

How do I transfer ownership of my Vanguard account?

After creating a username and password, you'll need to log on to initiate the transfer. Through this process, you'll verify your personal information and choose the individual nonretirement account to receive the assets. After you submit your request, we'll move the assets to the account selected.

How do I notify Vanguard of death?

Call us at 800-662-2739. The Transfer on Death Plan is a straightforward way to designate beneficiaries for certain Vanguard nonretirement mutual fund and/or brokerage accounts.

Does Vanguard charge to transfer assets?

Vanguard doesn't charge fees for incoming or outgoing transfers, but other companies might. Check with the company currently holding your account to find out if it has any transfer fees or requirements.

Can I move assets from one Vanguard account to another?

You can move your assets into a new or existing individual, joint, or custodial account. If you're a current Vanguard client, we'll show you the account options for your transfer. If you're new to Vanguard, select Open a new account for this transfer.

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