New Vault … Here comes the Sizzle! Connecting All of your Financial Accounts … Yep! (Clients)

First we showed you how to find your New Cool Personal Vault. Then we showed you how to upload documents to your New Cool Personal Vault.

Here comes the first of many … Sizzles !

Now we show you how to connect all of your financial accounts, from anywhere and anyplace.

Why would you do this? You will be able to see all of your financial life in one place, all at the click of a finger. Also, the more information WE have in real time, the better we can watch and serve you. After you connect your accounts we can see it in real time too!



Just think, no more sending us your pension, credit card, bank account or 401k statements for review… We will all together have it constantly …  Yeaaa !

Enough talking … let’s get to it!

Log In, just as you have done before.

Click on the Organizer Button on Top (Circled in Red below)

Then click on the Accounts Tab (Circled)

Organizer Primary Screen Circle Acct Organizer.jpg

Here is the Next Screen you will see – Click on the Add button (Circled)

Add Account Root Screen W Circles

Here is your next screen, click on Online Login!

On line Log in screen.jpg

Now enter the name of the institution and the specific branch of your financial account.. we used Fidelity, just for example purposes.

Add Specific Institution Name

The next screen will bring you to the credentials screen of your specific financial institution… some may look slightly different. Safely enter your credentials and the system will link the account to your New Personal Total Vault.

Username Password enter screen

Boom….easy as that. There will be some challenges with certain institutions, but generally we find with each connection, it gets easier.

Now you will be able to see all of your accounts at once, in one place, and we see what you see, in real time !

This is one of many reasons why we are so excited to bring you a New Total Personal Vault!

But wait…there is more to come !! Not Kidding!

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.

One response to “New Vault … Here comes the Sizzle! Connecting All of your Financial Accounts … Yep! (Clients)

  1. Pingback: Light Friday … Thanks for Linking Accounts Vaulters ! Olympics | $treet-¢ents

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