VFG Advisory Client Portal
Secure Document Upload
Upload confidential financial records, entity files, and tax documentation straight to your advisory team.
Launch Secure Upload Portal (opens in a new tab)Invoice Payment Gateway
Review, manage, and process payments for current corporate engagement invoices safely.
Launch Secure Payment Gateway (opens in a new tab)Client Portal Updates
We are moving to a single client portal. We will notify you before anything changes.
Protecting Your Information
We will never ask you to send Social Security numbers, bank account numbers, or tax documents by regular email. If you receive an unexpected request that appears to come from VFG, call us at 732.536.5595 before responding.