Your Vault Guide for Clients [FAQs]

What is Your Vault?

Your Vault is your secure document storage between Advisers and Clients.

Your Adviser can generates a PDF export of your Best Life Plan and share it with you to securely retrieve online via your login. 

You will see the latest documents under the Published tab, and over time you will see the older documents under the Archived tab.

Your Vault is a document storage that will act as a secure digital filing cabinet, where you can also share with your Adviser documents in relation to your life, legacy and finances. Follow our guide How do I upload documents to the Vault for my Adviser? to learn how you can share documents with your adviser.