Broker Check

Vault

Vault is a secure online tool where you can upload, store and organize digital copies of vital documents – from financial states and planning documents to passports and photos of valuable assets – quickly and securely within Investor Access.

Vault gives you the security of knowing your most important documents are protected – and right at your fingertips.

In Vault you’ll find:

Collaboration

With the ability to download, upload and add comments to the files you place in Vault, you can work directly with your advisor from your own computer. You can also grant access to other professionals, such as your attorney or accountant, at your discretion.

Convenience

You can view all of your most important documents inside one easy-to-use system that recognizes nearly every file type.

Security

Keeping copies of your key documents in a secure location leave them, and you, less vulnerable.

Vault is a free and powerful tool that provides effortless collaboration, the ease of anytime access to your most important documents and the peace of mind that comes with knowing your information is in one place under multiple layers of digital protection. Please note: Vault is a tool located within Investor Access. You must have an Investor Access account to utilize Vault. Login or create an Investor Access account.

To learn more about Vault, view our Frequently Asked Questions Page and/or the Investor Access Vault Quick Reference Guide or call one of our offices at (605)352-9490-Huron or (605)357-8553-Sioux Falls.