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How to set up your Vanguard Brokerage Account: Investing For Beginners

So you’re ready to invest using Vanguard? Congrats on taking the first step and learning about how to get started!

Before you choose stocks, bonds, index funds, or ETFs, you first need to set up your Vanguard brokerage account.

What’s a Brokerage Account?

A brokerage account is a way for your (as an individual) to buy, sell, and trade lots of different investments.

This really is your first step before moving on to investing your dollars.

What do you need to set up your Vanguard brokerage account?

Really the biggest thing you need is your:

  • Social security number
  • Current checking account Routing and Account number for funding your account so you can buy investments
  • Date of birth
  • Employer info
  • Home address

How to setup the brokerage account?

I know it’s really difficult to imagine the step by step, so I created a video walking you through screenshares as I set up my own brokerage account.

Now follow along, set up your own investing brokerage account and let’s start building wealth together!

Comment below and let me know you did it! I’ll be cheering you on!

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