Phase 1
Getting Started
Sign in, secure your account, and set up the foundations of your My VECTR experience.
7 topics
Welcome to My VECTR
An orientation to the My VECTR Family Office platform.
Signing in
Access your My VECTR account.
Account security
Protect your account with strong security practices.
Completing your profile
Provide the personal and household details My VECTR needs.
Connecting financial accounts
Link your first financial accounts during onboarding.
Uploading documents
Securely share documents with your advisory team.
Booking your advisor
Schedule an appointment with your My VECTR advisor.