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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.

Mobile App

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Manage your accounts and invest on the go with the Victory Capital Mobile App. Securely access your portfolio by enabling biometric sign-in.

Document Center

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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.

Device Recognition

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Current account holders — take advantage of simple and secure sign in by using device recognition on your personal device.


Automatic Investment Planning

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.

Manage Beneficiaries

Make changes to existing or new beneficiaries by updating multiple accounts all at once. From your secure dashboard, select ‘Account Services’ then ‘Manage Beneficiaries.’

RMD Management

Easily manage your required minimum distribution (RMD) online. From the secure dashboard, select 'Account Services' then 'Required Minimum Distribution.'


Portfolio Planning

 

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.

Manage Retirement Savings

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.

Transaction History

 

Easily download account transaction history via PDF or CSV. Visit 'My Portfolio' on the
secure dashboard & select an account.

Customer Service

 

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.

Serving with purpose

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.

Connect with Victory Capital

Contact the Relationship Managers in your region to learn more about Victory Capital. 

Connect with Victory Capital

Our Institutional Relationship Managers welcome your inquiries!

20220623-2256555