Vector Mobile App for Client Portal

We’re pleased to share that your Vector Client Portal has been updated with a refreshed design and an improved navigation experience. These enhancements—developed in partnership with Envestnet | Tamarac—are intended to make it easier for you to access your financial information, explore portfolio reports, and stay connected with our team.

 

Interact with the portfolio dashboard, view portfolio reports, and access important files in the document-vault storage system—all from your phone.

A Cleaner, More Intuitive Web Experience

You’ll notice dashboard tiles, streamlined reports, and clearer access to your portfolios, holdings, and documents.

  • Portfolio and performance reports

  • Holdings breakdowns by asset class or category

  • Document upload and viewing

  • Quick access to contact your Vector team

Accessing the New Mobile App

To access your accounts on mobile, please download the Envestnet Client View app:


Once installed, log in using:

  • Your existing Vector portal username and password, and

  • Key Code: vectorwm

This key code (vectorwm) is required to sign into the mobile app.

Note: Our previous mobile app (VWM Portal with white V icon) may be deleted from your phones at your convenience.

You may continue to log in any time via:

Security Reminder: Multi‑Factor Authentication (MFA)

As part of our commitment to keeping your information secure, you may be asked to verify your portal login using a single‑use code sent to your email or phone. Text messages (SMS) for multi-factor authentication of your portal login are sent from our technology partner Envestnet | Tamarac.

Need Help? We’re Here.

If you have any trouble logging in, downloading the mobile app, entering the key code, or navigating the newly updated portal, our team is ready to assist.

Client Service Team
📞 612‑378‑7560
🌐 “Send Us a Message”

Video Segments

  • 0:00 - Introduction

  • 0:39 - Portal Navigation

  • 1:06 - Reports & Documents

  • 1:29 - Uploading Documents

  • 2:18 - Available Reports

  • 2:59 - Account Insights

  • 3:33 - Multi-Factor Verification

 

"Mobile is now a necessity in today's digital environment," said Jason Ranallo, director of Vector’s Portfolio Management Group. "I think clients will really like the Vector Wealth Client Portal app because it combines security with convenient access to their account information in a familiar interface." The mobile app offers the same level of rigorous security available in the desktop portal.

Not yet set up with client portal access?
Contact your advisor

Looking for the browser-based client portal?
Access Client Portal

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