Take advantage of our digital tools for your investing needs. Stay connected, collaborate, personalize and make informed investing decisions all in one place. Still need help? Reach out to one of our Representatives to discuss your investing goals.

Take advantage of our digital tools for your investing needs. Stay connected, collaborate, personalize and make informed investing decisions all in one place. Still need help? Reach out to one of our Representatives to discuss your investing goals.
Manage your accounts and invest on the go with the Victory Capital Mobile App. Securely access your portfolio by enabling biometric sign-in.
We have extended online document access for Co-Owner(s) and Power of Attorney relationships. To access and view your account documents, navigate to your Document Center located on your portfolio dashboard.
Current account holders — take advantage of simple and secure sign in by using device recognition on your personal device.
An Automatic Investment Plan is one of the best ways to invest. Automatically contribue funds from a personal account to be invested in a range of investment options on a schedule of your choice.
Make changes to existing or new beneficiaries by updating multiple accounts all at once. From your secure dashboard, select ‘Account Services’ then ‘Manage Beneficiaries.’
Easily manage your required minimum distribution (RMD) online. From the secure dashboard, select 'Account Services' then 'Required Minimum Distribution.'
Building an investment portfolio to support your investment goals is as easy as answering a few simple questions. Sign in and select 'Portfolio Planner' at the bottom of your dashboard.
Get quick access to current and prior year IRA contribution amounts online. Visit ‘My Portfolio’ section on your secure dashboard, then select an IRA account.
Easily download account transaction history via PDF or CSV. Visit 'My Portfolio' on the
secure dashboard & select an account.
We’ve redesigned our authentication process so investors can promptly and efficiently access their accounts. Speak to a Representative by calling +1 800-235-8396.
We are proud to serve your investment needs. Our Representatives are available to provide portfolio planning, education savings services and general investment guidance. Please contact us. We’re here to help you find the right investment solutions for you, your family and your future.
Contact the Relationship Managers in your region to learn more about Victory Capital.
Our Institutional Relationship Managers welcome your inquiries!
20220623-2256555