Use our forms to instruct changes regarding your account or investment.
Institutional Portal Form

To add new users to the Vanguard Institutional Portal, remove users, or edit access for existing users.

Switching

To switch all or part of your existing investment in a Vanguard Wholesale Fund to another Vanguard Wholesale Fund.

Additional investments

To add to your existing investment.

Tax file number notification

To quote a TFN or claim an exemption.

Authorised representative

To appoint an authorised representative to act on your behalf.

Transfer

To transfer all or part of your existing investment in a Vanguard Wholesale Fund(s) to another Vanguard Wholesale Fund account.

Change of details

Change name, address or distribution details.

Withdrawal

Making a partial or full withdrawal.

Companies (including custodians)
Associations
Unregulated trusts