Vault

Vault

The vault is designed you to store and secure essential documents. Depending on your adviser, he or she may be able to see your documents.You will see a person icon populated next to the folder to help you identify if a document or folder can be seen by your adviser. Be sure to ask your adviser whether or not they can see the documents in your vault.

Once you are in the vault, click the + Add button. You will have two options: File Upload or New Folder. If you press File Upload, the files will be saved to your vault but not in a folder. Click New Folder to add a folder. Name the folder something that makes it clear to identify what is in the folder. For example, if it’s a folder where you want to store your tax documents for the year 2017 name the folder “Tax Documents 2017”.

Once you name the folder, you cannot go back to rename it so be sure to name it correctly the first time. You will have to go back and press the garbage can icon to the far right of the folder name to delete and create one with the name you prefer. Once you are in the folder, click the + Add to upload a file into the folder. You can use the middle action item to redownload the document. You can also click the document to view it.

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