How to Create a Vanguard General Investing Account
Please follow the steps below to create a Vanguard General Investing account. If you don't have a Vanguard account yet, click here to sign up.
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- Once you're on the website, you will see a section at the lower right part that says Our Sites. There, you will see several options. To open an account for personal investors, click on Personal Investors.
- Once you're on the Personal Investors page, you will see several options at the top right part. Click on the option that says Open an Account.
- Now, you will be asked on what would you like to do. If you want to create a new account, click on Start a New Account button.
- After that, select how will you fund your account. Click on the option you wish to select. Then, click on Continue.
- There, you will be asked if you have login. If you were creating a new account, click on the Continue button under No, I'm new here.
- On the page, you will see the New account process and Things you'll need when opening an account. Once you've read it, click on Continue.
- Next, select your purpose for opening an account. Click on General Investing.
- Then, select the account type either Individual; Joint; or Trust. Click on Individual; then, Continue.
- Enter all the required information about you. After that, enter your mailing address and phone number. If your mailing address is different from your street address, click on the tick box to remove the check mark beside Same as my mailing address, then enter your street address. After entering, click on Continue.
- Now, set up your web access. On the first field, enter the username you wish to use; a password on the second field; and third field to confirm.
- After that, read the consent agreement for electronic delivery in website terms of use. After reading, click on the tick box beside I agree to the terms. Then, click on Continue.
- Set up your security question. You could set up to three security questions and answers. After setting up, click on Continue.
- Next, provide your bank account. Enter your routing number and account number. You could also add an account nickname, but it is just optional. After entering all the necessary information, click on the Save and Continue button.
- Choose how you'll add money. You could either choose to add now through the bank account you provided or later by rollover, account transfer, or bank transfer.
- Afterwards, select your employment status. Enter your employment details. On the button part, you will see several situations about being related to a Vanguard employee and etc. You could check all that applies. Then, click on the Save and Continue button.
- After that, provide your income and net worth. Click on the drop-down arrow to show the list from which you could select the amount range. Here, you will be asked on what are the sources of the money going on this account. There are options provided. Click on the option/s that applies.
- Then, describe the purpose for this account on the provided list. You could select one to two objectives that matches the risk you might take on when investing.
- Lastly, review all the information on your application. After reviewing and if everything looks good, click on the Save and Continue button.
- Before you proceed, review the new account agreements. After reading and reviewing, click on the tick box beside I sign and agree.
- Then, click on the Submit Application button.
- And now, you'll see a message saying that Your Individual Brokerage account has been opened.
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