How to transfer money in 3 steps | Vanguard An account statement dated within the past 90 days from the company that currently holds the account you want to transfer. The dollar amount you want to transfer. The type of account you want to transfer (IRA, individual, joint, etc.). Your Vanguard account number (if you intend to transfer the money into an existing Vanguard account). Can I Open a Brokerage Account for My Child?