Employment info for investment account

pilot1243

New Member
Joined
Dec 21, 2016
Messages
1
I'm making a vanguard account and it asks for employment information. Do I put the Academy as my employment/address of employment or is there a more appropriate one to use?
 

AROTC-dad

Moderator
5-Year Member
Joined
Mar 14, 2014
Messages
6,759
I would use USAFA.
The SEC requires Vanguard and all financial institutions to obtain a local "work" address to verify who you are and what you do as part of anti-money laundering precautions.

(I'm an investment advisor and CFP).
 

USAFA10s

USAFA Class of 2012
15-Year Member
Joined
Nov 18, 2007
Messages
840
For all of those types of things, I have always used the address for the dorm I lived in as the physical/work address and I haven't had any problems
 
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