Get Open A Vanguard Brokerage Account

Opening a Vanguard Brokerage Account can be a straightforward process if you follow the right steps. This guide will provide clear instructions on how to fill out the account application online, ensuring you understand each section and what information is required.

Follow the steps to accurately complete your Vanguard Brokerage Account application.

1. Press the ‘Get Form’ button to access the application and open it in your preferred online editor.
2. Begin by entering the name of the beneficiary, providing their full legal name along with their birth date, social security number, and citizenship status. Ensure that all information is accurate as it is crucial for the account setup.
3. Fill in the authorized person’s information, which must be the parent or legal guardian of the beneficiary. Include their full name, date of birth, contact details, social security number, and citizenship status.
4. Provide employment and affiliation details for the authorized person. Indicate if they are employed, self-employed, or retired and include their occupation and employer information.
5. Select a money market settlement fund for your account. Decide whether to use an existing fund or establish a new one, noting that this fund will handle transactions related to your securities.
6. Indicate how you want cash dividends and other distributions managed by checking either the reinvest or deposit option.
7. Review all provided information for accuracy to avoid any delays in account processing. Ensure that all required fields are completed.
8. Sign and date the application. Only the authorized person can sign if the account is for a minor. When completed, you can save the application changes, download, print, or share it as needed.

Complete your Vanguard Brokerage Account application online today!