How to Open a Vangaurd IRA Account
- 1). Visit Vanguard.com and click to enter the "Personal Investors site" to create an account. If you have other Vanguard accounts, sign in using your username and password. To create an account, enter basic personal information such as your name, home address, Social Security Number, birth date and phone number. A prompt will also pop up to select a username and password.
- 2). On the Vanguard website, click "open an IRA."
- 3). Gather needed information listed on the screen---bank routing and account numbers, a check or bank name and wire date information---and click "continue."
- 4). Select the type of account you want to open, "retirement." Then select "Roth IRA" or "Traditional IRA." Vanguard has an "IRA tool" on the screen to help you choose an account type if you are uncertain.
- 5). Fill in personal information. This step will already be complete if you are signed in.
- 6). Determine the deposit amount and provide bank information for an electronic or wire transfer or select the option to mail a check to Vanguard. For an electronic transfer, enter the bank routing and account number the money should be transferred from. For a wire transfer, enter the bank name and wire date. To mail in a check, click "print" and send in your paperwork with a personal check. Make a selection and click "continue."
- 7). Verify the information on the screen and electronically sign or print the application. The account is open and can be accessed at any time.
Source...