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For more information, please refer to the additional information below the table.

Cut-off to link your accounts & update details 

BPAY cut-off date

Final cut-off for redemptions

Move to Vanguard Personal Investor

Login into Vanguard Personal Investor

Wednesday, 27 September 2023 

5pm (AET) Monday, 2 October 2023 1pm (AET) Tuesday, 3 October 2023

Weekend 7-8 October 2023^

Monday 9 October 2023^

Last day to link your accounts or update personal details before the move (implementation commencement date). Last day to make investments into funds using BPAY Redemptions will be paused after the cut-off time and can resume through Vanguard Online after the move. Move to take place. Online access to existing account will be unavailableMove complete. Access to Vanguard Personal Investor Account available (implementation completion date).  
    ^ If these dates change, we’ll be in touch. 

Cut-off to link your accounts & update details 

Wednesday, 27 September 2023 

BPAY cut-off date

5pm (AET) Monday, 2 October 2023 

Final cut-off for redemptions

1pm (AET) Tuesday, 3 October 2023

Move to Vanguard Personal Investor

Weekend 7-8 October 2023^

Login into Vanguard Personal Investor

Monday 9 October 2023^

Cut-off to link your accounts & update details 

Last day to link your accounts or update personal details before the move (implementation commencement date). 

BPAY cut-off date

Last day to make investments into funds using BPAY 

Final cut-off for redemptions

Redemptions will be paused after the cut-off time and can resume through Vanguard Online after the move. 

Move to Vanguard Personal Investor

Move to take place. Online access to existing account will be unavailable

Login into Vanguard Personal Investor

Move complete. Access to Vanguard Personal Investor Account available (implementation completion date).  

Cut-off to link your accounts & update details 

 

BPAY cut-off date

 

Final cut-off for redemptions

 

Move to Vanguard Personal Investor

 

Login into Vanguard Personal Investor

^ If these dates change, we’ll be in touch. 

Following the successful proposal to move to a Vanguard Personal Investor Account, we’re pleased to confirm your move is scheduled to take place over the weekend, 7-8 October 2023. 

During this time, we’ll exchange your units in our retail funds with units of equivalent dollar value in the corresponding wholesale funds. Over this weekend, online access to your existing accounts will be unavailable.  

On Monday, 9 October you will be able to access your new Vanguard Personal Investor Account and your wholesale fund units will appear on your dashboard. 

^More about the Retail proposal

Note that if you are an investor in a retail fund at 5pm (AET) Tuesday 3 October 2023 (implementation record date), you will be part of the move to Vanguard Personal Investor. 

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There are two ways you can invest in Vanguard managed funds and ETFs. You can either set up automatic regular investments, using Auto Invest, or make one-off investments using your Vanguard Cash Account. You can invest with one or both options, the choice is yours.  

  • We’ll open a Vanguard Personal Investor Account for you
    Vanguard will open a Vanguard Personal Investor Account on your behalf when the move takes place.

    Note: If you have a compatible Vanguard Personal Investor Account linked to your original Vanguard account, we’ll be able to consolidate your investments into the one account. 

    For a Vanguard Personal Investor Account to be ‘compatible’ it must be the same account type (Individual, SMSF, Joint, Trust, Company) as your original account type (Individual, SMSF, Joint, Trust, Company). 
  • Your login details will stay the same
    If you are registered for Vanguard Online, your login details will stay the same. 
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If you haven’t registered for Vanguard Online, or you are having trouble logging in, please call our Client Services Team on 1300 655 101 8am–6pm (AET), Monday to Friday. If you’re calling from outside Australia, call +61 3 8888 3888.

It’s important to note, in future our communications and updates will be shared here and/or via your Vanguard Personal Investor Account secure message.

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  • Login using your existing Vanguard Online credentials and view your new dashboard and investment holdings. 
  • Access previous statements and transactions from your closed account
  • Invest in a wide range of Vanguard’s low-cost managed funds and exchange traded funds (ETFs), as well as selected ASX listed direct shares. All in one place. 
  • Choose how you want to invest – regular contributions with Auto Invest or make one-off investments with your new Vanguard Cash Account. You can use either or both options, the choice is yours.   
Login to your Vanguard Online Account and send a secure message using the ‘message us’ link.

Login

Speak with a member of our team 8am–6pm (AET), Monday to Friday:
Retail investors: 1300 655 101
Financial advisers: 1300 655 205
Institutional investors: Please contact your relationship manager. 
If you’re calling from outside Australia, call
+61 3 8888 3888.

Our postal address is: Vanguard Investments Australia GPO Box 1837 Melbourne VIC 3001