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
Learning Paths
Guided journeys through My VECTR
Each path is a sequence of lessons that build on one another. Start with the first path if you're new to My VECTR.
All learning paths
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)