Customize myProfile
It’s easy to personalize your VaultStreet account to suit how you save and organize your documents within your secure online file cabinet. VaultStreet automatically acquires and organizes your financial documents, while it gives you the ability to create the most natural index for document reference – your labels, chosen for each folder. This design also limits risk, with extensive encryption security and authentication that protects your online financial documents, even when taken from multiple sources.
You can set the way VaultStreet acquires, organizes and transfers any and all documents within your account. You set the ground rules for your account. VaultStreet eliminates the hassle of waiting for your online documents, helps avoid wasting time organizing – especially during the tax season - and makes it simple to transfer documents to your network of trusted financial advisors, tax specialists and home office managers.
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