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Take a tour of Vanguard Personal Investor - YouTube
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- [Instructor] Welcome to
Vanguard Personal Investor.
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The Personal Investor platform,
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gives you access to everything you need
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to build and manage your
investment portfolio.
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Let's take a look around.
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When you log in, the
first thing you'll see
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is your account dashboard screen.
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Here, you'll find a
summary of your account,
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your current portfolio value,
and any updates, content
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or new features that
may be relevant to you.
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Use the pop out navigation on
the left side of your screen
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to find your way around.
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Portfolio is where you'll find details
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about your current investment holdings
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and any pending transactions
on your account.
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Here, you'll also have the option
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to top up or sell your existing holdings.
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Top up your holdings
using the invest feature,
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which allows you to select an order type
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and enter the amount you'd like to invest.
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To do this, you'll need
to have funds available
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in your Vanguard Cash Account,
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which we'll take a look at shortly.
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The sell feature allows you to
sell your investments online.
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Once sold, the proceeds will be returned
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to Vanguard Cash Account.
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Products, allows you to
view the investment options
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available on Vanguard Personal Investor.
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This includes a wide range
of Vanguard managed funds
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and exchange traded funds,
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which can be found under
the Vanguard products tab.
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You can also invest in a
range of ASX listed shares,
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which can be found under shares.
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Click into any of these investment options
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to find out additional information
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such as the products investment strategy,
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management fees, and
historical investment returns.
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To buy into these products,
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use the invest option on the screen.
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Cash, is where you'll see the details
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of your Vanguard Cash Account.
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Your Vanguard Cash Account
acts as your cash hub,
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allowing you to buy investments,
receive sale proceeds
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and investment income.
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The money held in your cash account
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earns a competitive rate of interest.
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There are three ways you can deposit funds
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into your Vanguard Cash Account.
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You can deposit funds via BPAY
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using the BPAY biller code
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and your unique reference number.
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You can transfer funds directly
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using your unique account number and BSB
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or direct debit from
your linked bank account.
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You can also withdraw funds
from your Vanguard Cash Account
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into your linked bank account.
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Transactions shows any transactions
pending on your account
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and your transaction history.
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The statements tab is where
you'll be able to view
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and download your Vanguard
investor statements online.
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Keeping your accounts
secure is our priority.
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So please check your settings
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and make sure your contact
information is up to date.
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Here, you can review and
edit personal details
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like your email, residential
and postal address.
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Under account details,
you'll find information
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including your account number,
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whether there are any financial advisors
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who you've provided with
access to your account
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and details of your linked bank account.
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Receiving secure updates
about your account
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is quick and easy with
notifications and message us.
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You can make direct and
secure inquiries online
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with our client services team.
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See a history of your past
communications with us
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and check the status
of any open inquiries.
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As always, we're here to support you.
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If you have any questions,
please message us
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within Vanguard online or
call us on 1300 655 101.
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