Important client-specific documents, Victory Newsletters, and other general client communications are made available here. In addition to account-related documents, other important documents (insurance policies, wills, trusts, tax returns, etc.) can also be stored and archived here for safekeeping and even shared with other trusted advisors.
This document storage service is provided by ShareFile a division of Citrix. Clicking the “Log In” button below will open a new window and take you directly to a ShareFile log in page. All passwords are issued and maintained by ShareFile. If you are an existing client and have not yet been issued a ShareFile password, please contact Victory Wealth Management in order to initiate the setup process.
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