A transfer is moving assets from an IRA or non-retirement account held at another company into a new or existing investment account at Vanguard.
Most account transfers are convenient to do online. Follow the 3 easy steps in our guide to learn more about account transfers and get started.
New to Vanguard and looking to consolidate your savings?
Already a Vanguard client? Log in and start your transfer.
New to Vanguard or looking to consolidate your savings?
Already a Vanguard client? Log in and start your rollover.
All investing is subject to risk, including the possible loss of the money you invest. Diversification does not ensure a profit or protect against a loss.
Vanguard is investor-owned, meaning the fund shareholders own the funds, which in turn own Vanguard.
Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited-purpose trust company.Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited-purpose trust company.
The services provided to clients who elect to receive ongoing advice will vary based upon the amount of assets in a portfolio. Please review Form CRS and the Vanguard Personal Advisor Services Brochure for important details about the service, including its asset-based service levels and fee breakpoints.
Vanguard Digital Advisor's services are provided by Vanguard Advisers, Inc. ("VAI"), a federally registered investment advisor. VAI is a subsidiary of The Vanguard Group, Inc. ("VGI"), and an affiliate of Vanguard Marketing Corporation. Neither VGI, VAI, nor its affiliates guarantee profits or protection from losses. For more information, including acceptable reasonable restrictions to place on your investment strategy, please review Form CRS and the Vanguard Digital Advisor Brochure.
There are important factors to consider when rolling over assets to an IRA. These factors include, but are not limited to, investment options in each type of account, fees and expenses, available services, potential withdrawal pepenalties, protection from creditors and legal judgments, required minimum distributions, and tax consequences of rolling over employer stock to an IRA.