Transcription of Vanguard Digital Advisor Important Information
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Vanguard Digital Advisor Important Information
Vanguard Digital Advisor Important Information Documents Included: 1. Vanguard Advisers, Inc. Client Relationship Summary (Form CRS)For retail account holders only2. Vanguard Digital Advisor Brochure & Supplement (Form ADV Parts 2A & 2B)For all eligible Digital Advisor account holders (retail brokerage and participants incertain employer-sponsored retirement plans) Advisor Client Relationship Summary (Form CRS) March 30, 2021 Vanguard Advisers, Inc. (VAI) Registered with the Securities and Exchange Commission (SEC) as an Investment services provided by an investment Advisor and other financial services providers, like a broker-dealer, will differ, as well as the fees charged by such providers.
Mar 30, 2021 · Vanguard Personal Advisor Services (“PAS”): ongoing advised account services and point-in-time advice services for certain retail clients and to participants in certain employer-sponsored retirement plans; Vanguard Digital Advisor: discretionary advisory service offered to retail clients and to
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