Vault Templates can be found by navigating to the Advisor Portal > Templates > Vault tab. Your Templates tab may be located in the Advisor Portal > °°° More Menu, depending on your specific account setup.
Vault Templates are a folder structure and will not include any files. This allows users to structure folders and subfolders that can be applied to existing clients. The Vault templates can also be applied as the default for new clients and new leads under the Client Groups tab. When a template is applied, each unique folder will be created for the selected household. We will not duplicate if a folder with that name already exists in the client's Vault. Advisors can apply the Vault templates to all clients, specific client groups, or individual clients. Once you apply a Vault Template, you will see that structure within the client's Vault.
Client-specific vaults can be accessed either within that client's plan, or within the advisor-level vault tab. Both of these are represented by a folder icon in the upper right-hand corner:
Vault Templates can also be created at the firm level. Firm super Administrators can create Vault Templates at the firm level by navigating to the Advisor Portal > Gear Icon > Admin tab. Please keep in mind that only Super Administrators will have access to the Firm tab. Non-super admin advisors in a firm can use the Vault Templates, but cannot change the firm-level Vault Templates.
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