Whitney Hansen | Money Coaching

Financial Coaching for High Earning Women

  • Whitney Hansen | Money Coaching
  • About
  • Blog
  • Podcast
  • Free Workshops
  • Work With Me
  • Contact

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!

How to build up a savings (without doing any work)

Enter your name and email to get access to the training instantly.

(link will be sent directly to your email)

Welcome to the community! You will receive access to the How to Save More Money workshop through your email. So check your inbox, or your Spam folder--just in case. Enjoy the workshop! Whitney Pssst... while you are waiting come say hi in the private Facebook group: https://www.facebook.com/groups/1631313813822709

There was an error submitting your subscription. Please try again.

I don't send SPAM. You can unsubscribe anytime. Powered by Kit
«
»

Money

Looking for something?

  • Facebook
  • Instagram
  • Pinterest
  • Twitter
  • YouTube

The Money Nerds Podcast! (And got a trophy to prove it!)

8th Annual Plutus Awards Winner

Latest Posts

  • How to Achieve Financial Independence and Retire Before 30: Strategies from Cody’s Journey
  • Best Books on Investing for Retirement (That Actually Help You Build Wealth)
  • 6 Spring House Projects That Make a Big Impact On A Budget
  • How Influencer Culture Is Quietly Draining Your Wallet
  • 7 Days In Switzerland in March: My Complete Itinerary.
  • $285 Budget Friendly Laundry Room Makeover

Looking for something?

  • Blog
  • Customized Coaching
  • Free Workshops
  • Privacy Policy

Disclaimer

I do use affiliate links. This means that I could receive a small commission if you take advantage of the products or services I recommend throughout this site. I only recommend products or services I use myself or am considering using. Whitney Hansen is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and link to Amazon.com.

Copyright © 2026 · Darling theme by Restored 316

© 2026. Whitney Hansen. All Rights Reserved.