VaultStreet benefits - a secure, simple, personal online financial record-keeping service
We all have a system for managing financial documents - and for many of us
it involves shoe boxes, manila folders, paper bags, a shredder, and overstuffed
filing cabinets. Think how much easier, faster and more secure it will be to
automatically collect and keep personal records online with VaultStreet!
VaultStreet makes it simple and secure to manage both conventional and paperless
financial documents. Through a single online filing system, you’ll be
able to streamline your record keeping, reduce the effort and cost associated
with acquiring financial documents from multiple web sites - banks,
brokerages, and mutual funds - and reduce the amount of time you spend collecting,
organizing, storing, and forwarding documents to your accountant, financial
planner and other advisors. Tax time will be a snap.
The benefits of using VaultStreet are:
- Saves time.
- Protects your privacy.
- Gathers your financial records in one place.
- Enables you to quickly find your financial records.
- Makes it easy to share documents with financial planners, accountants, attorneys and other advisors
- Provides a third party source for recovery of financial documents in case of disaster.
With VaultStreet, you can:
- Post collections of documents to trusted third parties and eliminate the shipping fees (no need to overnight tax info to your accountant on April 13th)
- Access financial information, 24x7x365, securely from any Internet access point (home, office, or on the road) for documents from multiple accounts.
- Reduce the space, physical clutter, and equipment needed to store documents at home or office.
- Limit anxiety over misfiled documents, lost documents, and forgotten bills.
