Other agreements. If you are currently a customer of Vanguard, these Terms of Use supplement and incorporate any other agreements you may have with Vanguard. In the event of any conflict between these Terms of Use and any other agreements you have entered into with Vanguard (”Other Agreements”), such other agreements shall prevail. Integration and divisibility. If any provision of these Terms of Use is held to be illegal, void or unenforceable, that provision shall be deemed severable from these Terms of Use and shall not affect the validity and enforceability of the remaining provisions. These Terms of Use constitute the entire agreement between you and Vanguard with respect to the subject matter hereof. Please read the following terms of use (”Terms of Use”) carefully before using the Vanguard.com Portal page and national division websites, including investor.vanguard.com, retirementplans.vanguard.com, institutional.vanguard.com and advisors.vanguard.com (collectively, the ”Website”). By using this website, you agree to abide by and be bound by these Terms of Use. If you do not agree, do not use the website. Pursuant to section 512(c)(2) of the Digital Millennium Copyright Act, Vanguard appoints a representative as described below to receive notices of alleged copyright infringement by mail: Pamela Crocker, Senior Counsel, The Vanguard Group, Inc., P.O. Box 2600, V-216, Valley Forge, PA 19482-2600. The designated copyright agent can also be reached by phone at (610) 669-6100 and by email at intellectualproperty@vanguard.com.
Change the owner to a new account for an organization. Intellectual property. The content of this website is owned or licensed to Vanguard and its third party information providers and is protected by applicable copyrights, trademarks, service marks and/or other intellectual property rights. This content is provided solely for your personal, non-commercial use. Changes. Vanguard may periodically modify, add or remove portions of these Terms of Use, and such changes will be effective immediately upon posting. You agree to periodically review these Terms of Use for changes. Take a qualified non-profit distribution of an IRA THAT YOU EXPRESSLY UNDERSTAND and agree that your use of this website will be provided on an ”as is” and ”as available” basis. TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, VANGUARD AND ITS DIRECTORS, OFFICERS AND EMPLOYEES (”VANGUARD PARTIES”), AS WELL AS ITS AGENTS, LICENSORS, THIRD PARTY SERVICE PROVIDERS AND CONTENT PROVIDERS (”THIRD PARTIES”), EXPRESSLY DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF TITLE, MERCHANTABILITY, NON-INFRINGEMENT AND FITNESS FOR A PARTICULAR PURPOSE. GOAL. AND ALL WARRANTIES OF SECURITY, TIMELINESS, ACCURACY, QUALITY, ACCURACY, COMPLETENESS, RELIABILITY, PERFORMANCE, TIMELINESS OR CONTINUED AVAILABILITY WITH RESPECT TO (I) THE SITE; (II) ANY CONTENT, PRODUCTS OR SERVICES AVAILABLE ON OR THROUGH THE WEBSITE; (III) USE OF THE WEBSITE, CONTENT, PRODUCTS OR SERVICES; AND (IV) THE RESULTS OF THE USE OF THE WEBSITE, CONTENT, PRODUCTS OR SERVICES. .
IF YOU WITHDRAW MONEY FROM YOUR RETIREMENT OR NON-RETIREMENT ACCOUNT DISCLOSURE STATEMENT AND YOUR Vanguard Traditional, Roth and SEP IRA Deposit Account Agreement, NEITHER THE VANGUARD PARTIES NOR THEIR THIRD PARTIES ARE RESPONSIBLE FOR MAINTAINING OR PROVIDING CORRECTIONS, UPDATES OR POSTINGS TO THE CONTENT, PRODUCTS OR SERVICES OFFERED ON THE SITE. Add or maintain the minimum required timeliness of the content distribution service. All content on this website is presented only at the time of publication or disclosure and may be replaced by subsequent market events or for other reasons. You are responsible for configuring the cache settings in your browser to ensure that you receive the latest data. . Vanguard Brokerage Services Business Continuity Plan Commission and fee plans for Vanguard Brokerage Services. Add or maintain an electronic remittance service between your bank and your Vanguard account. When a Loved One Dies: A Checklist for Dealing with Financial Issues. Finding the right investments starts by dividing your assets into stocks, bonds and cash investments.
Learn more about these asset classes and more. License. Vanguard grants you a limited, revocable, non-exclusive, non-transferable license to use, display, store, readmark, download, display, broadcast and print the Pages and all Content (collectively, the ”Content”) of this Site solely for your personal, non-commercial use or as expressly authorized in writing by Vanguard. Vanguard reserves all rights not expressly granted in these Terms of Use. VANGUARD PARTIES AND THEIR THIRD PARTIES SHALL NOT BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, PUNITIVE OR EXEMPLARY DAMAGES, INCLUDING, BUT NOT LIMITED TO, DAMAGES FOR LOSS OF PROFITS, REVENUE, REVENUE, GOODWILL, USE, DATA OR OTHER INTANGIBLE LOSS OR DAMAGE CAUSED BY THEFT, UNAUTHORIZED ACCESS, SYSTEM FAILURE OR COMMUNICATION LINE FAILURE, OR THE COST OF PURCHASING SUBSTITUTE GOODS OR SERVICES. CAUSED BY THE USE OF OR INABILITY TO USE THE SITE, THE MATERIALS OR THE PRODUCTS OR SERVICES PROVIDED HEREIN OR ANY OTHER MATTER RELATING TO THIS SITE, EVEN IF VANGUARD HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO THE ABOVE EXCLUSIONS OR LIMITATIONS MAY NOT APPLY TO YOU. TO THE EXTENT THAT A JURISDICTION DOES NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY SET FORTH HEREIN, THE LIABILITY OF VANGUARD AND ITS AFFILIATES, SUBSIDIARIES, DIRECTORS, OFFICERS, EMPLOYEES, AGENTS, LICENSORS, AND THIRD-PARTY INFORMATION PROVIDERS AND SELLERS WILL BE LIMITED TO THE EXTENT PERMITTED BY LAW IN SUCH JURISDICTIONS. Vanguard Brokerage Account Application for Trusts (DocuSign) SIMPLE IRA Disclosure Statement and Custodial Account Agreement. Transfer of assets from small business retirement accounts Remove excess contributions, convert assets or requalify the termination and suspension of contributions. Vanguard reserves the right, in its sole discretion, to suspend or terminate, temporarily or permanently, your access to and use of this Site or related features at any time and for any reason, without notice or liability.
The rights granted to you herein will terminate immediately upon your breach of any of these Terms of Use. Vanguard will not be liable to you or any third party for the suspension or termination of your access to or use of this Site. This website is owned and operated by The Vanguard Group, Inc. and all of its subsidiaries and affiliates (collectively, ”Vanguard”). Individual CDs (certificates of deposit) and bonds can complement your portfolio, but it helps to understand the language of the market. Eligibility to Provide Account Information to the Employer Focus on Retirement Planning: Should You Convert to Roth IRA? Notes. The products and services made available to you through this website may involve the electronic transmission, including via an email address you provide to us, of information that you may consider personal financial information or promotional and marketing materials, and you consent to such transfer. No investment advice. Content developed by Vanguard or third parties on this website should not be construed by you or others as legal, tax, investment or other advice. Nothing on the Site or in any Content constitutes a solicitation or recommendation by Vanguard or any third party to buy or sell any securities or other financial instruments.
You are solely responsible for evaluating the benefits and risks associated with your use of such Content when you use the Site or take any action in connection with your account. Third Party Content. The Site may provide third-party content (”Third Party Content”) that Vanguard believes comes from trusted sources. However, Vanguard makes no warranties and is not responsible for the accuracy, timeliness, completeness or suitability for use of such Third Party Content. In addition, Vanguard is not responsible for, prepares, prepares or endorses any content, advertising, products or other materials available or operated by any third party linked to this website via a hyperlink. Retention Certificate for Pension or Pension Payments (Form CT-W4P) Form 5305-SIMPLE – for use with a specific financial institution Transfer an employer-sponsored plan to Vanguard (limited use) Uniform Gifts or Transfers to Minors Registration Kit. . ACCESS TO AND USE OF ANY CONTENT AVAILABLE ON OR THROUGH THIS WEBSITE IS AT YOUR OWN RISK. YOU ARE SOLELY RESPONSIBLE FOR ANY DAMAGE TO YOUR COMPUTER OR OTHER EQUIPMENT OR LOSS OF DATA THAT MAY RESULT FROM SUCH ACCESS OR USE.
. Form identifying the beneficiary of the inherited pension account. . Focus on Estate Planning: The Importance of the Beneficiary Designation Package If you started your investment journey with a solid plan, your best chance of achieving your goals is simply to keep an eye on the plan. . Donate shares or securities to an individual or organization Change of ownership between existing non-retirement vanguard accounts Individual 401(k)/Individual Roth 401(k) Transfer to non-fuseal beneficiary form Contribution allowance for your SEP-IRA or SIMPLE IRA Compliance with international laws/use….