This section shows you who can view the documents in your Vault and allows you to download all documents at once, if needed.
Simply click the Upload button to upload documents. Not only will they be securely stored but they’ll also be automatically shared with your advisor. You can create and edit folders to help stay organized.
Once uploaded, you and your advisor can collaborate by adding comments to a document.
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. It’s also a simple way for you and your advisor to collaborate by commenting on shared files.