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.
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- Open the website on your desktop computer or laptop.
- 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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