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 Investment Specialists to discuss your investing goals.
Manage your accounts and invest on the go with the Victory Capital Mobile App.
Current account holders — take advantage of simple and secure sign in by using device recognition on your personal device.
Securely access your accounts on the Victory Capital mobile app with biometric sign in.
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.
Sign in and view current & prior year contributions and make a one-time contribution, or establish an Automatic Investment Plan.
An Automatic Investment Plan is one of the best ways to invest. Automatically contribute funds from a personal account to be invested in a range of investment options on a schedule of your choice.
Easily download account transaction history via PDF or CSV. Visit 'My Portfolio' on the
secure dashboard & select an account.
Get quick access to current and prior year IRA contributions amounts online. Visit 'My Portfolio' section on the secure dashboard, then select an IRA account.
Easily manage your required minimum distribution (RMD) online. From the secure dashboard, select 'Account Services' then 'Required Minimum Distribution.'
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