这篇讲解如何在美国Vanguard线上帐户
改变默认的 股息/资本利得 自动操作选项
"Change your dividend and capital gains election for this account"
小弟刚加入指数化投资 开了美国Vanguard线上帐户
但发现极少中文资讯关于如何操作线上帐户 (相对于Firstrade, TD)
所以想抛砖引玉 贡献一篇自己摸索的结果
操作路径在主画面左上角的分页
My accounts > 框框中最右下角的 Account maintenance
找到有一个标题名为: Trading services and agreements
底下有一个选项可以点选:
Account level dividend and capital gains elections
点下去就会出现大标题: Trading profile
Service小标题底下有一列是:
Account dividend and capital gains election/Reinvest/Change election
点选change election
就会出现详细说明跟两个选项:
Change your dividend and capital gains election for this account:
Reinvest/Transfer to settlement fund
可以选择reinvest/transfer to settlement fund
reinvest就会自动再投资 "dividend and capital gains"