Vault storage provides you and your clients with an easily accessible, highly secure location to share documents and other files, directly within a client's financial plan.
Step 1: Add Family Information
1
Client: Enter name, date of birth, planning horizon, and resident state for the client.
2
Co-client: The Co-client card, pre-filled by default, has the same fields except for the resident state. Click it to enter the second client’s info.
3
Add additional participants: To add more household members, click the blue 'Add Participant' button in the top right to include children, grandchildren, or others.
Auto-populate
If the client is invited or has access to multiple modules, Step 1 will automatically populate with any information they’ve already entered.
Step 2: Vault
Each client's vault will consist of two subfolders: the Shared Folder and the Private Folder.
- The Shared folder is where you and your clients can share documents and other files with one another. This folder is accessible when viewing the plan from the advisor perspective, as well as from the client perspective. Any files uploaded here will be seen by both you and the client.
- The Private folder is where you and your clients can upload private documents. Any documents uploaded here will only be seen by you. The client will also have a separate private folder where they can upload documents; you will not see those documents.
