Client Resources
Client Portal
A simple yet powerful dashboard view of your portfolio and client access to the secure document vault.
Contact Us
Email our office using a simple form. Otherwise, call 612-378-7560 or Get Directions.
Secure Upload
Please upload any relevant documents, such as updated tax returns or current statements of assets not managed by Vector, to prepare for our meeting. Click the link to open the file upload form.
Team Directory
Each client receives services from an advisor, a portfolio manager, and an advanced planning specialist, enabling clients to benefit from a range of skills and perspectives. New to Vector?
Events at Vector
Presentations, Events & Workshops
Important topics from tax planning strategies and economic forecasts to estate planning and social security.
Zoom Meetings
Our team uses Zoom to host meetings and webinars. If you have a meeting ID, you can enter it here.
Cyber Security
Your online security is our top priority.
Learn about protecting your data and identity from cyber-criminals.
Mobile App
Vector Wealth Management’s Client Portal is available on Apple iOS App Store and Google Play.
Directions
Office, Parking, and Nearby Restaurants
We are happy to meet you at the Vector Wealth office. Great views of Minneapolis.
Recent Insights
The Well Balanced Podcast
Vector’s podcast, Well Balanced, offers a passionate and entertaining look at money and investing. Themes include Financial Planning Topics, Market Perspectives, and Well Being in Retirement.
Subscribe to Vector’s Well Balanced podcast on Apple or Spotify for weekly market updates and real-world financial planning scenarios.
