We’re excited to share that your Client Portal will soon be getting an update! These enhancements, provided by our trusted partner Envestnet | Tamarac, are designed to improve your experience with a refreshed look and feel—while keeping the features you know and rely on.

This downloadable PDF may be completed on-screen with Adobe Acrobat or printed out and filled in with a pen. The completed personal planning profile survey may be returned to your advisor in person, by mail, or uploaded to Vector’s upload portal.

Guidance for joining a Zoom webinar. Click the link, launch the app, and join the webinar. A step by step manual of what to expect. Best practice and options along the way.

Multi-factor authentication for Client Portal is currently an opt-in feature. Please contact us to enable this setting. Once enabled, the next time you log in to the client portal you will be asked to set up multi-factor authentication.

Here are some things you can do now to expedite your onboarding as a new client.

Support for setting up client portal access at Vector Wealth Management.