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How to change your name with Vanguard
Married or divorced and updating your accounts? Here's how Vanguard takes a name change, from its own help page.
Vanguard's steps
Sign in and go to Profile & Account Settings, then Personal Info, and choose Legal name change.
Have these ready
- A copy of your marriage certificate, divorce decree or court order (most companies ask for one).
- Your updated driver's license or ID, if you have it. Social Security comes first, then the DMV.
- Your account number, and the name the account is in now.
Let Sasha handle the letters
Sasha writes and signs your name change letter for Vanguard and every other company on your list, with your certificate attached. It also keeps track of who's done. The checklist is free.
More investing & retirement
Checked against Vanguard's own page in October 2026. Companies change their process; confirm on their site or by phone before you send anything. Sasha isn't affiliated with Vanguard.