Coming soon
Phase 1Planned
A tour of My VECTR
A short orientation to the platform.
Video Academy
Learn by watching
Short lessons that walk through My VECTR. New videos are added as each feature is verified.
New Client Orientation
Your first steps with My VECTR.
- Coming soonPhase 1Planned
Your first sign-in
Signing in and securing your account.
Financial Accounts
Connecting and maintaining your accounts.
- Coming soonPhase 3Planned
Connecting an institution
Linking a bank or brokerage.
- Coming soonPhase 3Planned
Recording other assets
Real estate, metals, and digital assets.
Proposals and Payments
Reviewing, signing, and paying.
- Coming soonPhase 2Planned
Reviewing your proposal
What to look for in a proposal.
- Coming soonPhase 2Planned
Signing and paying
Electronic signatures and secure payments.
Understanding Wealth
Reading your dashboard and reports.
- Coming soonPhase 4Planned
Your net worth, explained
How the dashboard summarizes your wealth.
Working with Your Advisor
Collaborating with your advisory team.
- Coming soonPhase 1Planned
Booking time with your advisor
Scheduling and preparing for meetings.
- Coming soonPhase 7Planned
Asking Wealth Wrangler
Getting help from the AI assistant.
Advanced Features
Planning, scenarios, and international wealth.
- Coming soonPhase 11Planned
What-if scenarios
Modeling decisions before you make them.