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.
The services will require your accounts to be with Vanguard. Our lead investment recommendations will generally not include purchases of individual securities or bonds, CDs, options, derivatives, annuities, third- party mutual funds, closed-end funds, partnerships, or other non-Vanguard securities. For more information
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