facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Smart Vault

Really Important Papers

We offer a digitally secure way to share and store important papers and legal documents. We protect your information in a safe, compliant integrated environment that allows us to focus on collaboration.

Using one simple login and two-factor authentication, you can access what you want to share, and we, in turn, can share with you in real-time. This allows you to:

  • Choose what documents to upload to protect your personal and confidential information.
  • Know where and how to access details of your accounts through us.
  • Maintain control of your financial life.
  • Plan and stay current on life changes.
  • Safely store really important papers, insurance policies, and legal documents in a secure electronic vault.
  • View statements, transaction confirmations, and tax reporting documents without worrying about risks that come with email.

Smart Vault Sign In