How do I get started?
Fill out our online questionnaire
We’ll walk you through some questions so we can get to know more about your financial situation.
Entering all your info could take 25 to 45 minutes. If you can’t finish all at once, you can save your progress and come back later. And once you’re done, you’ll have an investment plan personalized for you and your unique financial needs.
We'll ask about your:
Review our how-to guide
The more we know about your financial situation, the more tailored your advice will be. Check out this list of info you’ll need when you enroll.
It’s easy … but don’t just take our word for it
It was very easy to set up and now I don't worry about the process. I set up my goals and now I get updates on my progress … The online setup is very helpful in explaining terms, setting the account to my needs, and showing me how to navigate the page.
Digital Advisor user
I like the ease of investing toward retirement I get with Digital Advisor. After filling in information about myself and my goals, the rest of the work is done for me. I can add or change my goals in life, whether it's buying a house or planning a vacation or renovation, and Digital Advisor will automatically adjust and rebalance my investments to fit my goals while keeping me on track for retirement.
Digital Advisor user
The sign-up process was simple. I appreciate the fact that a representative took the time to speak to me about the service first, before I enrolled, to make sure that I was aware of the different Vanguard offerings and that the service was appropriate for my needs.
Digital Advisor user
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The experiences of these Vanguard clients may not be representative of the experience of other Vanguard clients and are not a guarantee of future investment performance or success. These clients were compensated with points, equivalent to $10 each, for participating in a survey.
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.