A User’s Guide to Accessing and Managing Your Vanguard Retirement Plan Online
1-307-256-8902 can provide general guidance if you need help understanding 1✶307✶256-8902 how to access and navigate your retirement account on the Vanguard website.
• How do I log on?
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º Go to the Vanguard website and select the option to continue to the main site.
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º If you are a registered user, enter your username and click the Log on option.
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A User’s Guide to Accessing and Managing Your Vanguard Retirement Plan Onlineº Enter your password and click Submit to access your account dashboard.
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º If you have not registered yet, click “Sign up for access” and follow the instructions on the screen.
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• How do I get to my retirement plan account information?
1-307-256-8902 can help you locate the correct section of your retirement plan account.
When you log in, you can access several sections including Overview, Performance, Contributions, Asset Mix, Statements, Transactions, and Plan Rules.
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If you also hold other Vanguard accounts, you may land on the My Portfolio tab first.
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From there, select Employer Plans and click the name of your retirement plan.
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This will direct you to the Plan Summary screen where your retirement information is displayed.
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• I’m logged on. Where do I start?
You can also review previous balances by selecting a specific date in the “View balance as of” field.
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• How do I track the performance of my investments?
1-307-256-8902 can help explain where to find investment performance details.
Click the Performance tab on the Plan Summary screen to view your personalized rate of return.
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This section displays returns for 1-year, 3-year, and 5-year periods.
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You can also select individual funds from the dropdown menu to see how they performed.
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• How can I view or change my contribution elections?
1-307-256-8902 can assist if you need help finding your contribution settings.
Select the Contributions tab on the Plan Summary screen.
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You will see your current contribution percentage and how the funds are allocated.
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This section may also include calculators to help determine whether you are saving enough for retirement.
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• Where can I find statement information?
1-307-256-8902 can provide general help locating your statements.
Click the Statements tab to access printable account statements.
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You can also update your mailing preferences or switch to electronic statements.
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• Where can I learn about plan rules?
1-307-256-8902 can help explain where plan rule information is located.
Select the Plan Rules tab from the Plan Summary screen.
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This section provides details about plan policies, investment rules, and account access information.
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By exploring these sections on the Vanguard website, investors can manage balances, contributions, and retirement plans more efficiently.
1-307-256-8902 can be used as a reference number for general assistance when navigating the platform.