Automatically open Vanguard custodial accounts and sync client information.

What you need


The Vanguard platform is known for its comprehensive suite of investment services, including mutual funds, ETFs, and brokerage services. It caters to individual investors, financial advisors, and institutional investors, emphasizing low-cost investments and long-term financial planning.

Custodial account openings on platforms like Vanguard allow wealth managers and advisors to open investment accounts for clients. These accounts are managed by the custodian to save for the client's future expenses, like retirement or other significant life events, while potentially growing the investments over time.


Using Vanguard can offer benefits such as access to a wide range of low-cost mutual funds and ETFs, robust investment research and tools, and a focus on long-term investment strategies. Vanguard's client-owned structure can mean lower fees, aligning the company's interests closely with those of its investors.


Before using Vanguard, consider your investment goals and whether they align with Vanguard's long-term, low-cost approach. Assess the range of products and services to ensure they meet your needs. Also, think about your preferred level of customer service and access to professional advice, as Vanguard's model emphasizes online and automated services.

How to set up

Navigate to the Feathery form that you want to connect to Vanguard. Click on the Integrations tab.

Open the Vanguard integration and set up your Vanguard authentication information.

Choose what Feathery fields to use to set up accounts, sync information, and prefill from Vanguard profiles.

Click Connect. Your integration is now live and ready to go!

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the

"When inside of" nested selector


This is a H6

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