Welcome! We’re excited to be your investing partner as you take charge of your financial future. Through this short video, you’ll get a sense of what to expect when opening a Vanguard account. There’s no cost to open an account, so let’s get started.

First, you’ll go to itrustinvestment.com. For this walkthrough, let’s assume it’s your first time investing with Itrust.

 

To continue, click Sign Up at the top of the page. From here you’ll fill the necessary details required.

We’ll assume you’re using your bank to make your initial investment, You can also rollover or make a deposit using cryptocurrencies.

If you’re already an Itrust client, select Sign in now


 

Here’s a look at the process and the things you’ll need to start. The process will take about 5 to 10 minutes. Once your money reaches your new account, you can start investing.

You’ll begin by selecting your goal and a related account type.

You can always reference the frequently asked questions on the page.

Your account will act as a container for the investments you’ll choose later—such as index funds, cryptos, stocks, or ETFs.

For this example, let’s select a general investing brokerage account for one person.

 

Next, you’ll provide your personal information. You can be confident that Vanguard uses a number of security measures to keep your data safe.

Review your details for accuracy. You’ll then create a username and password. In addition, you’ll agree to paperless statements.

You’ll also answer some security questions.  You’ll provide your bank information. All new accounts require a bank on file. Indicate whether your initial money is coming from your bank, or another source.

 

Next, decide how much money you want to deposit. As a reminder, there’s no cost to open an account; however, some financial products require a minimum amount.

In the next step, you’ll enter your employment information. Certain occupations may have additional rules and regulations.

 

On the next few pages, you’ll answer some final questions which are required for all new brokerage accounts.

Once you review your information and accept our agreements, you’ll receive a confirmation.

 

Congratulations! Your first investment will go into your basic IRA that comes with your account. You’ll then use this money to purchase investments.

We look forward to helping you achieve your financial goals!


 


 

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