Get Institutional Trading Website Registration And Change ... - Vanguard

Filling out the institutional trading website registration and change form from Vanguard is a straightforward process that allows users to manage access to their firm’s account information. This guide will provide step-by-step instructions to ensure you complete the form accurately and efficiently, enabling you to gain or modify access as needed.

Follow the steps to successfully complete the registration and change form.

1. Click the ‘Get Form’ button to download the institutional trading website registration and change form and open it in your preferred document editor.
2. Fill in Section 1 titled 'Firm Information.' Here, provide the full legal name of your firm, the firm’s TIN, and your firm's address details including street address, city, state, and ZIP code. Also, include the contact person's full name, email address, phone number, and fax number, ensuring that all fields marked with an asterisk are completed.
3. Proceed to Section 2, labeled 'First-time Registration', if you are establishing online access for the first time. Indicate the user’s name, phone number, and email address, and specify the plans they may access. Also, determine the level of access ('view only' or 'view and transact') for each user.
4. If you need to add, change, or remove user access, complete Section 3. Specify the user's name, phone number, email address, and the new access level along with the plan numbers they may access. Clearly indicate if access should be added or removed for each user.
5. Finally, complete Section 4, 'Authorization and Signatures.' Ensure that the form is signed by an authorized signer from your firm. Include the printed name, signature, and the date next to the relevant fields. Review the instructions carefully and return the completed form by mail or fax to the provided address.
6. Once you have filled out all necessary sections, save your changes. You may then download, print, or share the completed form as needed to ensure submission.

Complete your institutional trading website registration and change form online today, ensuring your firm's account access is properly managed.