Recent articles

• Welcome - Trusted Advisor

  You’ve been designated as a Trusted Advisor.  What is a Trusted Advisor?  Is a type ...

• Vault Tips: Change the folder view for ease of use

  While inside the digital vault, you have the option to change the way the folders are...

• How to upload a document?

  Depending on the type of access and permission the user has, they will have different ...

• How to enable the Two-Factor Authentication?

  To activate the Two-Factor Authentication in your account follow these steps: Step...

• On Demand - General Investments & The Digital Vault

  Discover how the Digital Vault can help you keep all of your investments in order! T...

• I am getting an error that my vault activation expired. How do I activate?

  If you are receiving an error stating that your activation link is expired, please con...

• On Demand - Managing your Family & the Digital Vault

  Discover how the Digital Vault can help you manage all of your family’s documents! T...

• Administrative Portal Changes (Enterprise Platform Only)

  We’ve launched some new and improved features into the multi-level portal and we’ve o...

• On Demand - Insurance & The Digital Vault

  Discover how the Digital Vault can help you store your insurance files! The FutureVa...