Document Vault

The Document Vault is a secure place to store, view, and manage financial documents in Wealth Access. The Document Vault gives you one secure, centralized place for financial documents. It makes it easy to collaborate with advisors, securely store sensitive information, and keep a long-term record of important documents. Everything stays protected, accessible, and connected to a client’s full financial picture.

How you can use the Document Vault

• Access important financial documents anytime
• Keep documents securely stored in one place
• Share documents with your advisor when needed

How it works

Documents are encrypted and stored securely. Access depends on your permissions and firm settings.

1. Select Documents from the left side navigation
2. Open the Document Vault
3. Select Upload
4. Choose the file from your device
5. Select Save or Upload
6. Once uploaded, the document will appear in your vault.
7. You can keep it private or share it with your advisor, depending on your selection and your firm’s settings.

You’ll see a list of available documents based on your access and permissions.