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Get Vanguard Options Application
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How to fill out the Vanguard Options Application online
This guide provides clear and detailed instructions for users on how to fill out the Vanguard Options Application online. It aims to assist users in navigating each section of the form to ensure successful application submission.
Follow the steps to complete your Vanguard Options Application.
- Click ‘Get Form’ button to access the Vanguard Options Application form and open it for editing.
- In Section 1, indicate whether you are applying for an existing Vanguard Brokerage account or a new account. If you are opening a new account, ensure to complete the additional Brokerage Account Application and submit it along with this application.
- Complete Section 2 with accurate personal information. Provide full names, marital status, birth dates, and number of dependents for all account owners.
- In Section 3, fill out the employment and association information. Indicate the employment status for each account owner and ensure to provide details if self-employed. Check applicable boxes for association with Vanguard or other financial institutions.
- Section 4 requires you to estimate combined financial information of all account owners. Carefully select the appropriate ranges for approximate annual income, liquid net worth, and total net worth.
- In Section 5, indicate the trading experience of each account owner. Enter the number of years trading, trades per year, and average amounts for stocks, bonds, and options.
- Section 6 asks for your investment objectives and desired trading level. Choose one investment objective and the corresponding trading level that reflects your intended trading strategy.
- In Section 7, obtain signatures from all account owners and ensure that the required date fields are completed.
- Finally, make a copy of your completed application for your records. Mail the completed application and any necessary attachments using the provided postage-paid envelope or to the address specified.
Complete your Vanguard Options Application online today for a seamless trading experience.
Options. All options exercises and assignments are commission-free. You must buy and sell Vanguard ETF Shares through Vanguard Brokerage Services (we offer them commission-free) or through another broker (which may charge commissions).
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