VCM Client Website
The VCM Client Web Portal can be used to view the balances of all your accounts, access Quarterly Performance Reports, and securely share documents with your adviser.
Client Scheduling
Secure Document Upload
Click here to securely upload your documents to your adviser.
Individual Account Online Access
Direct access to your online accounts with the custodian or provider.
TD Ameritrade Institutional
Pershing
Vanguard Employer Plans
My529
HSA Bank
Employee Fiduciary
AEF Donor Advised Funds