How do I get started?

Getting started is easy as 1, 2, 3

You can sign up for Vanguard Personal Advisor once you’ve saved at least $250,000 in your retirement plan.¹ Here’s what you’ll need to do to get started:

Complete your profile

Update your Vanguard Digital Advisor® profile and then upgrade to Personal Advisor

Set up time to speak with an advisor

Your advisor will answer any questions you have and make sure we have everything we need to build your customized financial plan.

Review your plan

When your plan is ready, you’ll meet with an advisor again to go through it and make any changes if needed. And once you’re comfortable with the plan, we’ll put it into action.

What info will I need to provide?

You'll confirm some personal info and then take our quick 3-question risk survey. The process takes about 5 minutes. Once that's done, you can upgrade to Personal Advisor.  

After you have upgraded, be ready to tell us about the goals that are important to you and the assets you hold outside Vanguard. When you're done, you'll be ready to partner with an advisor.

We'll ask about your:

Retirement age

Time in retirement

Income and spending (optional)

Tax filing status

Comfort with risk

Savings and debt (optional)

Download our how-to guide

The more we know about your financial situation, the more tailored your advice will be. Check out this guide for completing your investor profile.

View the guide

Partner with an advisor today

Join the growing number of investors who are already using Personal Advisor. Complete your Digital Advisor profile and then upgrade today!

Complete my profile

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

¹To be eligible for Personal Advisor, you must have one of the following:

$250,000 or more in your employer-sponsored retirement plan at Vanguard.
$50,000 or more in IRAs and taxable accounts—owned individually or as joint tenants with rights of survivorship—at Vanguard.
$250,000 total among your employer-sponsored retirement plan, IRAs, and taxable accounts—owned individually or as joint tenants with rights of survivorship—at Vanguard.

Vanguard Digital Advisor's and Vanguard Personal Advisor’s services are provided solely by Vanguard Advisers, Inc. (VAI), a registered investment advisor. Please review the Vanguard Digital Advisor and Personal Advisor brochure for important details about these services. Vanguard Digital Advisor’s and Personal 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.