Fact Finder
Our "Fact Finder" helps organize information for our planning sessions. The form asks about your personal financial goals, retirement considerations, insurance situation, current income and expenses, and personal balance sheet. You can complete the form online and email it to us or print it and bring it with you to our next meeting.
Client Website Authorization
Our secure website can provide clients with daily account information and quarterly statements electronically. You can get research and market insight on your investments from leading third-party providers. See your current holdings, including allocations, transactions, and tax-related information at any time. Save time and eliminate paper by accessing your statements online. Have breaking news about equity information and market events delivered to you via e-mail. Use the My Folder online "vault" for secure electronic storage for information such as wills and trusts. Also, the Account Aggregation feature enables you to view your accounts in one place, including those outside Vector.