Client Portal Login
Access your advisory dashboard, diagnostic reports, and real-time recommendations.
This portal is available to existing clients only. If you need account access, contact your relationship manager directly or call our Vancouver office at (604) 660-1993. You can also submit a request through our contact page.
Everything You Need in One Dashboard
The VAN Online Business Plus client portal gives you 24/7 access to the tools and insights that drive smarter banking decisions. Every feature is designed to keep you informed between advisory sessions and help you act on opportunities faster.
Diagnostic Reports
Review your complete 14-day cash flow diagnostic results, including transaction pattern analysis, fee exposure mapping, and working capital velocity scores. Reports update in real time as new data comes in from your connected banking institutions.
Secure Document Vault
Upload and access engagement letters, banking agreements, rate comparison worksheets, and compliance documentation. All files are encrypted at rest using AES-256 and shared exclusively between you and your assigned advisory team.
Direct Advisor Messaging
Send secure messages to your relationship manager without leaving the portal. Ask follow-up questions about recommendations, request schedule changes, or share time-sensitive information — all with full audit trail and read receipts.
Fee Savings Tracker
Monitor cumulative savings from optimized deposit structures, renegotiated merchant processing rates, and reduced wire fees. Our clients see a median first-year ROI of 4.2× on advisory fees — track yours in real time on the rates dashboard.
Action Item Alerts
Receive notifications when new recommendations are ready, when rate changes affect your accounts, or when compliance deadlines approach. Alerts are delivered inside the portal and optionally via email to keep you ahead of critical milestones.
Meeting Scheduler
Book quarterly reviews, ad-hoc strategy sessions, or introduction calls with specialist advisors directly from your dashboard. Choose between in-person meetings at our Vancouver office on Howe Street or secure video conferences.
Your Data Security Is Non-Negotiable
We built this portal with the same rigour we bring to every banking diagnostic. Security isn't an afterthought — it's embedded in every layer, from login to data storage to document sharing.
Every connection between your browser and our servers is encrypted using industry-standard TLS 1.3 protocols, the same encryption standard used by major Canadian financial institutions.
Optional two-factor authentication via authenticator app or SMS adds an extra verification step beyond your password, protecting your account even if credentials are compromised.
Inactive sessions automatically expire after 15 minutes, reducing exposure risk on shared or public devices. You'll be prompted to re-authenticate before accessing sensitive data.
Our hosting environment follows Payment Card Industry Data Security Standard best practices, with regular vulnerability scans, penetration testing, and access controls reviewed quarterly.
All client data is stored on servers located in Canada, ensuring compliance with PIPEDA and British Columbia's Personal Information Protection Act (PIPA). Your data never leaves Canadian jurisdiction.
Our identity verification and record-keeping procedures comply with the Financial Transactions and Reports Analysis Centre of Canada (FINTRAC) requirements, reinforcing our commitment to financial transparency.
Not Yet a Client? Start with a Free Banking Diagnostic
We've helped over 300 businesses across British Columbia and Alberta uncover hidden banking costs and optimize their financial infrastructure since 2011. Our diagnostic-first approach means you get data-driven insights before any recommendations — and before any fees. Begin with a complimentary 30-minute discovery call to see if our advisory services are the right fit for your business.