Add To myAccounts
It’s easy and convenient to start organizing your financial documents and income tax documents on VaultStreet. Setting up automatic document acquisition and record retention is simple:
- 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 your private records storage to safeguard
documents for use with your financial advisor, tax preparer and family office
administrator - VaultStreet makes it easy to be organized.
Sign up now for your
FREE trial membership with VaultStreet today.
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