Phase 1
Getting Started with My VECTR
Everything you need to set up your account and begin working with your advisory team.
- Account access
- User profile
- Initial intake
- Financial connections
- Booking an advisor appointment
My VECTR Academy
Learn. Understand. Succeed.
Guides, workflows, and videos that help clients and advisory teams get the most from the My VECTR Family Office platform.
Learning Paths
Guided journeys through My VECTR
Structured lessons that build on one another, from your first sign-in to reading your dashboard.
Phase 2
Proposals, Signatures & Payments
Review your proposal, understand your structure, sign, and pay with confidence.
- Understanding proposals
- Reviewing entity relationships
- Electronic signatures
- Invoices
- Secure payments
Phase 3
Connect Your Financial Life
Bring every institution, business, asset, and liability into one complete picture.
- Connecting financial institutions
- Business accounting software
- Assets and liabilities
- Ownership relationships
- Financial reporting
Phase 4
Dashboards & Performance
Read your dashboard, portfolio summaries, and performance indicators with clarity.
- Understanding your dashboard
- Portfolio summaries
- Cash-flow reporting
- Performance indicators
- Management tools, where authorized (requires authorized access)
User Guides
Twelve phases. One complete family office.
Documentation is organized around every phase of the My VECTR platform.
- Phase 1Getting StartedSign in, secure your account, and set up the foundations of your My VECTR experience.
- Phase 2Proposals & PaymentsReview proposals, understand entity relationships, sign electronically, and pay securely.
- Phase 3Financial AccountsConnect institutions and record every asset and liability your family office manages.
- Phase 4Financial DashboardUnderstand net worth, ownership, income, expenses, and the freshness of your data.
- Phase 5Mobile ApplicationUse My VECTR on iOS and Android, including notifications and mobile security.
- Phase 6Tax ResolutionStart a tax resolution case, provide records, and follow it through to resolution.
- Phase 7Wealth WranglerWork with the My VECTR intelligent family office assistant safely and effectively.
- Phase 8Online NotaryPrepare for remote notarization, verify identity, and receive completed documents.
- Phase 9Legal DocumentsComplete questionnaires, review trust and entity documents, and use the secure vault.
- Phase 10Service DeliveryTrack service requests from preparation through execution, shipping, and receipt.
- Phase 11Financial IntelligencePlan budgets, goals, forecasts, retirement, and what-if scenarios.
- Phase 12International WealthManage foreign currency accounts, international assets, and global net worth.
Can't find what you need?
Visit the Help Center for frequently asked questions and ways to reach the My VECTR team.