Client Portal Update
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.
With your Client Portal, you can continue to:
View account information, including balances, performance, and transactions
Securely upload and access important documents, such as quarterly statements
Find contact details for the Vector Team whenever you need us
In the weeks ahead, we’ll send you additional communications including screenshots of the updated portal and highlights of the most important pages and features. You will know what to expect when the new design goes live later this year.
In the meantime, you may access the current Client Portal anytime at:
vectorwealth.com/client (then click: Portal / Access Your Account) or use
the Tamarac direct link at: https://vectorwm.portal.tamaracinc.com/Login.aspx.
If you have questions—or if you don’t yet use the Client Portal and would like to get started—please contact our Client Service Team at 612-378-7560 or Send us a Message. We’re always happy to help.