How to establish an account. Choose your investments.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. Broker-Dealer Client Relationship Summary (VMC Form CRS) and Investment Advisor Client Relationship Summary (VAI Form CRS). Discover your next career move with Vanguard. Browse through a variety of roles in client services, technology, finance, and more. Advisor Client Relationship Summary (Form CRS). Online, complete a special form, or fill out the appropriate section of your account registration form.