How to open an account | Vanguard (2024)

Small business options

At Vanguard, you can choose a SEP-IRA, individual 401(k), or SIMPLE IRA for your small business account. These accounts are retirement savings accounts for those who are self-employed or small business owners. All three types have different features and benefits. You may want to check with a tax professional to see which account best fits your situation.

If you’re looking to open a joint or multiple owner SEP-IRA, an individual 401(k), or a SIMPLE IRA, please call us at 800-992-7188 Monday through Friday from 8 a.m. to 8 p.m., Eastern time.

You'll need
The personal information specified in the checklist above.

You’ll also need:

  • Your company’s name, address, and start date.
  • Your SEP-IRA plan information and plan administrator, if applicable.
  • Annual income.
  • Your household net worth.
  • The names and dates of birth of any beneficiaries.
How to open an account | Vanguard (2024)

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