After your licensee has completed the licensee registration process, advisers who are already registered for Vanguard Online will be able to fast-track their registration for Adviser Portal.
Step 1. Use your existing Vanguard Online username and password to log in to the portal. If you’ve forgotten your username or don’t have online access under your existing profile, please contact Adviser Services on 1300 655 205 before proceeding to step 2.
Step 2. Complete the Adviser Portal adviser registration process. You’ll require a driver's licence, passport or Medicare card to complete the Know Your Customer (KYC) requirements as part of the registration process.
Step 3. Clients already linked to you through Vanguard Online (i.e. clients you can see when you log in to Vanguard Online) will be visible in the Adviser Portal. Clients not yet linked can nominate you as their adviser.