If your transfer requires paperwork, we'll provide a pre-filled form at the end of this process for you to print, sign, and mail to Vanguard.
Be sure to check if your current firm charges any fees or has additional requirements to transfer.You can transfer your IRA or non-retirement account held at another investment firm to an account at Vanguard using our simple and clear online process.īefore you transfer your assets to Vanguard, here are a few things to keep in mind. How to transfer your account from another investment firm to Vanguard.