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Connection help

Connect Vanguard to Silvia

Follow these steps to find your Vanguard account in Silvia, authorize a connection, and resolve common setup issues.

Before You Start

Have your Vanguard login and access to your usual verification method ready. Check that you can sign in directly with your institution before starting.

  • Vanguard has separate services for personal investors and employer retirement plan participants. Choose the available entry that matches the Vanguard website you normally use.
  • Have your Vanguard verification method ready. Follow the security-code or mobile-app verification prompts presented during your connection.

Connect Your Account

  1. Open Your Portfolio in Silvia

    Sign in and open Assets & Liabilities (or My Portfolio). Select Banks & Brokerages under Add an Asset. If your page has an Add button, choose Add asset first. On mobile, the + button opens the add options.

  2. Find the Right Vanguard Listing

    Search for Vanguard in the Add Account window. Choose the listing that matches your institution and account type. Banking, credit card, brokerage, and workplace accounts may use different listings.

  3. Follow the Connection Prompts

    Silvia opens the connection provider for the listing you selected. Follow the sign-in instructions and complete any verification requested by Vanguard. You may be redirected to your institution to authorize access.

  4. Review Access & Select Your Accounts

    Review the requested data access, select the accounts you want to share when prompted, and complete the authorization. Available accounts and data depend on your institution and connection provider.

  5. Return to Silvia

    Finish the connection flow and return to your portfolio. Allow time for the initial sync, then check that your selected accounts appear. Balances, holdings, and transactions may arrive at different times where available.

If You Have Trouble Connecting

  • If your sign-in works at Vanguard but the account is missing in the connection window, check that you selected the entry for the correct Vanguard service.
  • If you cannot complete verification, check your login and security settings directly at Vanguard before retrying in Silvia.

Ready to Connect?

Open your portfolio, then follow the steps above to search for Vanguard. You may be asked to sign in first.

Open Silvia to connect Vanguard

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