Take back quality time now- de-clutter your life, simplify and spend time with family and your friends. VaultStreet's concierge service simplifies life.
VaultStreet’s online concierge acts on your behalf to automatically gather your financial documents. You can go paperless anywhere - VaultStreet does the heavy lifting. Take back the hours you used to spend organizing papers and spend time with your family and friends.VaultStreet offers financial institutions and their customers’ time savings:
- VaultStreet can automatically collect financial records from leading financial institutions. We’re adding more every day.
- VaultStreet software collects your financial records from your financial institutions after you provide VaultStreet with your user name and password for accessing each financial web site.
- VaultStreet stores your user name and password securely, using encryption. Our system can only access and use your user name and password when you give us permission.
- VaultStreet automatically organizes your records by:
- Account number (for example, Bank of America account # 1234 would be separate from account # 5678)
- Date of the document, or the date the document entered the system
- Type of document (monthly statement, canceled check, 1099, etc)
- Who sent you the document
- Source of the document
- VaultStreet also enables you to give each account a nickname
- VaultStreet allows you to organize your financial records any way you want.
- VaultStreet provides several ways to automatically search your financial records.
VaultStreet provides a standard indexing scheme that looks at the:
- Source of the document
- Date the document was created
- Date document was gathered
- The type of document it is (monthly statement, canceled check, W2, 1099, quarterly report)
- Information found on the source web site
- Information read from the document itself
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