Home / VNFA News — Client Portal Update: New Features Now Available

VNFA News — Client Portal Update: New Features Now Available

September 1, 2026 | Weekly Commentary

We hope you’re enjoying the enhanced experience offered through our new client portal and mobile app. As part of our commitment to continually improving our technology and providing greater access to your financial information, we’ve recently added several new reporting and dashboard features to the portal, including:

  • Capital Flows table on the dashboard
  • Capital Flows report
  • Prior Day Changes report

Active portal users have received a portal notification regarding these updates. The new features are also covered in our updated Client Portal User Guide and Mobile App Guide, both available on our website, which can be accessed here: https://valleynationalgroup.com/secure-client-access/

If you haven’t explored the new portal recently, we encourage you to log in and take advantage of these additional reporting tools. As always, please contact your service team if you have any questions or need assistance accessing your account.

Please note: VNFA offices will be closed on Monday, September 7th in observance of Labor Day.

Please review Important Disclosure Information set forth in the last section of this web site.