Workflows

Complete tasks from start to finish

Workflows connect individual guides into a single journey, so you know exactly what comes next.

Phase 1Planned
Become a My VECTR Client
The journey from first conversation to an active My VECTR engagement.
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Phase 1Planned
Complete Financial Onboarding
Set up your profile, share documents, and give your team what it needs to begin.
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Phase 3Planned
Connect Financial Accounts
Link institutions and record assets so your dashboard reflects your complete financial life.
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Phase 2Planned
Review and Sign a Proposal
Understand your proposal and entity relationships, select services, and sign electronically.
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Phase 2Planned
Make a Payment
Locate an invoice and complete a secure payment.
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Phase 4Planned
Understand Your Net Worth
Read your net worth, see who owns what, and confirm your data is current.
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Phase 9Planned
Manage Legal Documents
Complete questionnaires, review documents, sign, and store them securely.
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Phase 10Planned
Track Service Delivery
Follow a service request from execution through shipping and confirmed receipt.
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Phase 7Planned
Request Assistance
Get help from Wealth Wrangler or your advisor when you need it.
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