Add to myContacts
It’s easy and convenient to set up trusted contacts on VaultStreet. Select a list of your trusted contacts’ email addresses. Invite your financial advisor, tax preparer or family home office manager to review tax-related documents, or suggest a review of a group of documents prepared for tax time.
As more institutions offer electronic documentation to supplement or replace paper copies, VaultStreet makes it simple and secure for you to make your financial documents available to your closest advisors. Your records will automatically be available to your advisors in an encrypted, secure form, freeing you to save, organize and forward any hard copies from a printer or fax.
VaultStreet lets you control who sees your financial records. We verify the source of all communications to limit phishing, and securely encrypt your documents to protect you from data loss, desktop vulnerabilities and the wandering eye.
Finally, we know you’re busy. VaultStreet is available 24 hours daily/7 days a week/365 days a year. You won’t be limited to business hours of operation.
