New Total Vault … View and Upload Features (Clients)

In our last New Total Vault post we discussed how to find your vault. So let’s move on and actually enter the vault and show you around to your New Personal Vault..

Here is your log in screen

New Vault Log In screen BIG

Once logged in, click on the Vault Tab, circled in Red, and you will see the screen below.

Now click on the Upload file, circled in red below on the left hand side of the screenshot.


New Vault w Upload and Vault Circled

 You will now see this upload screen. Just enter the location and click upload, and your New Personal Vault will contain the file you linked.

New Vault Upload Screenshot

 Files in the Shared Documents Folder can be seen by us. Documents stored in the My Documents folder are seen only by you, as noted below.

New Vault Screenshot - Shared and Non shared docs

That’s it, now you know how to upload a file to your New Total Personal Vault.

There is much more as we are only scratching the surface of the power!

Have a great day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.





2 responses to “New Total Vault … View and Upload Features (Clients)

  1. Pingback: New Personal Vault Handy Uses – Secure Handoff Via Upload – Ideas for Safekeeping Items (Clients) | $treet-¢ents

  2. Pingback: New Vault … Here comes the Sizzle! Connecting All of your Financial Accounts … Yep! (Clients) | $treet-¢ents

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