Seamless File Sharing and Collaboration

Manage your wills, deeds, estate plans, financial statements and tax filings.

Fast Document Exchange

You and your Financial Advisor team can now share documents by simply uploading a file.

Collaborate With My Advisor

Convenient Access

Documents can be accessed across all your devices from desktop, to tablet and mobile.

Build a Shared Document Library

Encrypted Files

All uploaded documents are scanned for viruses and encrypted for an extra layer of security.

Upload a File

Document delivery, storage and collaboration all in one place.

Get Started with Digital Vault

Frequently Asked Questions