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Vault overview


Vault and timeline > Vault overview

Securely sharing and managing documents is critical when working with your wealth management team. The Vault page is where you can keep track of all your important financial and legal documents.

From here, you can organize your documents into folders, drag-and-drop to upload new documents and easily move files from one folder to another.

The Vault lets us share documents with each other through the Shared Folders option.

From the Statements and Reports folders, you have quick access to view investment-focused reports created by your financial team.

Navigation and features

Click the Vault tab at the top of the page.

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