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It’s easy and convenient to start organizing your financial documents on VaultStreet. Setting up automatic document acquisition and record retention is easy and quick:
- Select your online accounts where documents such as monthly statements, transaction confirmations and quarterly summaries are available - online brokerage, bank and mutual fund , etc.
- As they’re retrieved, documents will be organized automatically by the name of the institution, type of account, date the document was created, the date it was acquired and the type of document.
And VaultStreet is secure. You create an electronic file cabinet of your documents,
which are encrypted for security. Create a private document repository, online,
to safeguard documents for use with your financial advisor, tax preparer and
other trusted advisors - VaultStreet makes it easy to be organized. Just like
a safety deposit box.
Sign up now for your FREE trial membership
with VaultStreet today.
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