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| Individual, joint, or IRA |
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Add or Remove Access to your Account
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Use this process to add or maintain various levels of access or establish Power of Attorney on your account(s). Please allow 5-7 business days for processing after we receive your form. |
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Authorization to Provide Account Information to Employer
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Use this process to authorize Vanguard to provide information on your accounts to your employer, its subsidiaries, and other authorized recipients. Please allow 5-7 business days for processing after we receive your form. |
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Protect Your Finances From Exploitation
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This brochure provides clients information on how to avoid scams and financial exploitation, and how to protect their accounts from financial exploitation. |
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Report of Incapacity
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Use this Digital form to report a client's incapacity to Vanguard. Must be printed, signed by a physician/medical professional and mailed. Please allow 5-7 business days for processing after we receive your form. This form may require additional forms. |
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Restrict Account Access
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Allows you to restrict account access from any unrecognized device. |
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UHNW Grant Full Agent
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Use this process to add or maintain full Agents on your account(s). |