How to Add a Beneficiary on Your Vanguard Account

Please follow the steps below to add a beneficiary on your Vanguard account. If you don’t have a Vanguard account yet, click here to sign up.

Open the website.
Click Log In.
Log in with your username and password.
Once you’re logged in, you will see several options at the upper right side of the screen. Click on the option that says Profile & Account Settings.
On the page, click on the Beneficiaries option.
There, you will see a button that says Add Beneficiaries. Click on Add Beneficiaries.
Now, select your beneficiary: either an Individual, a Charity/Organization, or a Trust that you already created. After selecting, click on Continue.
On the page, enter all the required information about your beneficiary. Then, click on Continue.
After that, it will ask you if you’d like to add a backup beneficiary. Click on Yes if you want to, or No if not. Click on Continue.
Review the following details. Also, read the important notice and agreement below the page.
After reviewing and reading, click on Sign and Continue.

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​How to Add a Beneficiary on Your Vanguard Account