Home Client Resources Online Access Vault Reference Guide

Online Access Vault Reference Guide

Home Client Resources Online Access Vault Reference Guide

Online Access Vault Reference Guide

by Jeff Coplan

Using The Vault

Already signed up with Online Client Access?

You can share your documents with us securely using the Vault feature in Online Access. Upload your tax return, 401k statements, or any other items you need to share with us. It eliminates emailing and faxing, and your items are at your fingertips next time you need them. Once you’ve uploaded a file, we get an automatic notification. The Vault section also allows us to securely share documents with you.

How does it work?

Once you are logged into Online Access, you’ll find the “Vault” tab next to the Account Services tab. To upload, simply click the UPLOAD button and navigate to the file you wish to share. Click on SELECT FILES then UPLOAD FILES. Or, you can drag and drop your file.

When the upload is complete, select CLOSE, and we’ll be notified that the file is there. (You can upload virtually all common file types. The maximum size per upload is 200MB.) You can comment on a file that you’ve uploaded if you have something to add.

Files can be deleted by clicking “More Options” and selecting DELETE.

You also have the option to create folders to organize your uploaded documents.