What your agent can do. • Exchange your assets among your Vanguard mutual fund accounts and Vanguard Brokerage Accounts.When you log on, we can customize your forms. Learn about opening a self-directed traditional, Roth, SEP, or rollover IRA, or transfer an existing IRA. You'll also get the forms you need. Find the forms you need for a variety of transactions, from registering your new car to updating a title. Vanguard Associate at 800-523-1188 to obtain an IRA Adoption Agreement where a specialist will assist you. For the first and third fiscal quarters, the fund files the lists with the Securities and Exchange Commission on Form N-Q. If the owner of the Vanguard account specified in the Account Information section is not the sole owner or authorized signer of the bank account.