Start by selecting or typing in that firm’s name. Next, you’ll connect directly to your account at your other firm. Then, select the type of account that’s moving from your other firm.īe sure to take note of the frequently asked questions on each page, which are there to help you better understand the transfer process. To start your asset transfer, select Open an Account on Vanguard's Personal Investor homepage.

You’ll need your username and password or account number for your other firm, plus a copy of your most recent account statement.

Vanguard will keep you updated throughout the transfer process. If paperwork is required, the transfer may take longer.

Most transfers take as little as 5 to 7 days.It’ll take approximately 5-10 minutes to complete an online transfer request.Most assets can move 'in-kind,' meaning they won’t need to be sold to transfer and you will remain invested in the market throughout the transfer process.If your transfer requires paperwork, we'll provide a pre-filled form at the end of this process for you to print, sign, and mail to Vanguard. Many transfers can be completed online.Be sure to check if your current firm charges any fees or has additional requirements to transfer.You can transfer your IRA or non-retirement account held at another investment firm to an account at Vanguard using our simple and clear online process.īefore you transfer your assets to Vanguard, here are a few things to keep in mind. How to transfer your account from another investment firm to Vanguard.

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