Skip to main content

How to get started

Simply select the Get started online button. Or, if you want to learn more and get help enrolling, just give us a call. It's that easy.

Here's what you need

To get started and learn more about how Vanguard Personal Advisor Services can help you reach your goals, you don't need to pull together all of your financial information.

All you have to do is:

Tell us about your goals

Start by telling us what you want to achieve with your investments. Are you investing for retirement or are you already retired? Are you saving for your kids' college? Do you have other personal investment goals?

Let us know your timeline

Give us a target date for each goal. Do you plan to retire in 5 years, 10 years, 20 years or more? When will your kids start college?

Decide how much to invest

Simply provide us with an estimate of the total dollar value of your current investment portfolio. To take advantage of Vanguard Personal Advisor Services, a $50,000 minimum is currently required.

That's it.

You'll then find out how partnering with a financial advisor can add value and give you greater confidence that you're doing all you can to reach your goals.

You'll learn how a Vanguard advisor serves as your investing coach; focuses on tax efficiency; builds and regularly reviews your portfolio; and rebalances it as necessary.

There's no obligation

When you're a Vanguard Personal Advisor client, you're never locked into any required contract period, and you won't be charged any additional fees if you ever decide to leave the service. Call 800-414-8740 to get started.

Vanguard Personal Advisor Services®

Get started online

Or talk with an investment professional.

Call 800-414-8740

Monday through Friday
8 a.m. to 8 p.m., Eastern time