When itís in Vault, youíll know where to find it

Vault is a secure online tool where you can upload, store and organize digital copies of vital documents – from financial statements and planning documents to passports and photos of valuable assets – quickly, easily and securely within Investor Access. Vault also introduces a new, simple way for you and your advisor to collaborate by commenting on uploaded files.

Vault gives you the security of knowing your most important documents are protected – and right at your fingertips.

In Vault you’ll find …


With the ability to download, upload and add comments to the files you place in Vault, you can work directly with your advisor from your own computer. You can also grant access to other professionals, such as your attorney or accountant, at your discretion.



You can view all of your most important documents inside one easy-to-use system that recognizes nearly every file type.



Keeping copies of your key documents in a secure location leaves them – and you – less vulnerable.

Vault is a free and powerful tool that provides effortless collaboration, the ease of anytime access to your most important documents, and the peace of mind that comes with knowing your information is in one place under multiple layers of digital protection.

To learn more about Vault,
view our FAQ or contact me today.


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