Why personalize?

Your investor profile shapes your investment mix

Vanguard Digital Advisor® uses details from your investor profile to shape your personalized mix of investments. And your mix of stocks, bonds, and cash is responsible for more than 90% of your long-term returns.¹ So it's important to get your combination right from the start by completing your investor profile today!

Plus, when you complete your profile, you’ll unlock powerful financial planning tools that can help you achieve custom goals—like buying a home or car—pay off debt, and set up an emergency fund.

See what you’ll get when you complete your profile.

Completing your profile is quick and easy!

Digital Advisor uses 4 key pieces of info to build your personalized investing plan. Take a few minutes now to review and confirm your details.

Your details matter

Confirm the age you plan to retire, how long you expect to be retired, and your tax filing status.

Webpage with header: How much variation with your future spending would you accept. Webpage shows pairs of graphs with best- and worst-case financial outcomes for very low, low, medium, high, and very high future spending variation situations.

Find your comfort with risk

Take the quick 3-question risk survey. We’ll present 1 long-term and 2 short-term scenarios. Pick the outcome you’re most comfortable with in each one.

Webpage screenshot with header: Review your projected asset mix for your managed goals. The page shows sample graphs with different mixes of investments.

Get the right mix for you

Confirm the results of your risk survey and then review your custom investment mix.

Webpage with header: You have $25,000 funding your Digital Advisor goal(s). The page shows a sample graph of a well-funded retirement goal.

Your investing plan is ready

Confirm your investing plan. That’s it! Digital Advisor will now manage your account using your unique info.

You deserve financial advice that’s as unique as you are

Get even more value from Digital Advisor. Complete your investor profile.

Complete my profile

Whenever you invest, there's a chance you could lose the money.

Vanguard Digital Advisor's services are provided solely by Vanguard Advisers, Inc. (VAI), a registered investment advisor. Please review the Vanguard Digital Advisor brochure for important details about this service. Vanguard Digital Advisor's financial planning tools provide projections and goal forecasts, which are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results.

¹Donaldson et al. Vanguard’s Framework for Constructing Globally Diversified Portfolios. Vanguard, 2021, and Tactical Versus Strategic Asset Allocation. Vanguard, 2022.