Get the most out of the resources at Vector

Client Portal

Access Your Account

A simple yet powerful dashboard view of your portfolio and client access to the secure document vault.


Support Q&A

Support Articles

Knowledge base of common questions and answers. Support for client portal and guide to resources.


Events at Vector

Presentations, Events & Workshops

Important topics from tax planning strategies and economic forecasts to estate planning and social security.


Vector Team Directory

Each client receives services from an advisor, a portfolio manager, and an advanced planning specialist, enabling clients to benefit from a range of skills and perspectives. New to Vector?


Secure Upload

Please upload any relevant documents, such as updated tax returns or current statements of assets not managed by Vector, to prepare for our meeting. Click the link to open the file upload form.


Vector Blog - View More Posts


Get the App

Vector Wealth Management’s Client Portal is available on iOS and Android.
Learn More.


Cyber Security Resource Center

Your online security is our top priority.
Learn about protecting your data and identity from cyber-criminals.


Connect & Share Screens

Our team uses Zoom to host meetings and webinars.


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