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Move assets from an ira at another financial institution to a new or existing vanguard. Web transfer an account to vanguard. Web use this process to name a person to succeed you as custodian on your vanguard uniform gift to minors act (ugma) or. Web you can transfer the following types of accounts to vanguard online: Use this process to establish or change the electronic banking information on your account. Web use this process to sell full or partial shares of your retirement or nonretirement account. Access forms you have started and saved. Web open a retirement account. Web review or modify your literature order. Small business retirement account transfer of assets. Sep, simple, trad, rollover, roth,. Web moving your ira to vanguard (ira asset transfers) » learn about transferring your traditional or roth ira to vanguard, and get.