Vault and Timeline > Timeline Overview
The Timeline is a consolidated, curated feed of posts designed to memorialize interactions that occur between you and your Financial Team. There are countless events and activities representing your financial life journey and Timeline is a consolidated experience that captures this activity over time.
We view this as a great communication tool between you and your SVB Private team!
Navigation
Click the Timeline tab at the top of the page.
Conversations
Each conversation is organized into a series of replies to an initial post. Only your advisor can start a conversation, however you may reply to respond to your advisor. You will receive an email notification each time someone replies to a conversation that mentions you.