VANGUARD PERSONAL ADVISOR®

How do I get started?

Getting started is easy as 1, 2, 3

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

Tell us about yourself

Start by completing an online investor profile so we can get to know you and help you identify your financial goals.

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?

When you sign up, we’ll walk you through some questions to learn more about you. Be ready to tell us about the goals that are important to you and the assets you hold outside of Vanguard.

It could take 25 to 45 minutes to enter all your info. If you can’t finish all at once, you can save your progress and come back later. And when you’re done, you’ll be ready to partner with an advisor.

We'll ask about your:

Income and spending

Savings and debt

Social Security benefits

Comfort with risk

Retirement age

Retirement budget

Download our how-to guide

The more we know about your financial situation, the more tailored your advice will be. Check out this detailed list of all the info you’ll need when you enroll.

View the guide

Partner with an advisor today

Join the growing number of investors who are already using Personal Advisor. Start living your best financial life today.

Let's get started

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

Retirement plan participant