With VaultStreet it’s easy - and automatic – for members to organize
financial documents online. Think of it as an electronic filing cabinet, without
the paper mess.
VaultStreet supports document collection from North America’s leading
banks and securities brokerages. We automatically collect and organize your
financial documents by source, date created and gathered, and type of document.
You can customize the view of all the documents collected into your account,
add custom folders with a simple mouse click, and assemble documents in a single
location. Share documents with your financial planner and other advisors when
you want, without the need for paper.
VaultStreet Automatically collects and organizes these records and more:
- Monthly statements – bank, broker and other sources
- Canceled checks
- W2s
- 1099s
- Quarterly report
