Organize in myFolders
With VaultStreet your financial documents are always available, organized and easy to find. We know you have more than a single source for your online documents, and the time it takes to download, save to your computer and organize may be daunting – if not prohibitive.
VaultStreet helps organize your documents using labels that are familiar. Select a descriptive term or word for a folder, and insert associated documents acquired from a brokerage, bank and/or mutual fund. Terms associated with your trusted financial advisor or those referencing your family and friends are easy-to-remember choices.
You also can share terms used to organize your documents with others on VaultStreet as well. Popular terms used by others, or terms suggested by VaultStreet, can be used as labels for your online folders. It’s easy to customize the folders within your online file cabinet using VaultStreet’s automatic organization capability when documents are automatically saved to your account. It’s simple, fast and easily customized to reflect your preferences!
