這篇講解如何在美國Vanguard線上帳戶
改變預設的 股息/資本利得 自動操作選項
"Change your dividend and capital gains election for this account"
小弟剛加入指數化投資 開了美國Vanguard線上帳戶
但發現極少中文資訊關於如何操作線上帳戶 (相對於Firstrade, TD)
所以想拋磚引玉 貢獻一篇自己摸索的結果
操作路徑在主畫面左上角的分頁
My accounts > 框框中最右下角的 Account maintenance
找到有一個標題名為: Trading services and agreements
底下有一個選項可以點選:
Account level dividend and capital gains elections
點下去就會出現大標題: Trading profile
Service小標題底下有一列是:
Account dividend and capital gains election/Reinvest/Change election
點選change election
就會出現詳細說明跟兩個選項:
Change your dividend and capital gains election for this account:
Reinvest/Transfer to settlement fund
可以選擇reinvest/transfer to settlement fund
reinvest就會自動再投資 "dividend and capital gains"