New Personal Vault Handy Uses – Secure Handoff Via Upload – Ideas for Safekeeping Items (Clients)

Occasionally we have such secure documents that sending them over the world wide web is just not a good idea. Documents containing Banking information, complete Social Security numbers, estate documents, tax information, or other similar types of confidential information are good examples of super securely needed transported documents.

New Vault Secure Handoff

Not to worry, we have a solution !

Navigate to your New Personal Vault and upload that document securely to the shared folder and we will be able to download it from our side, completely avoiding an email on the web. NICE!

What to save in your Vault?

  • Wills and all Estate documents- fast, easy access
  • Tax information
  • Voters Registration Cards
  • Pictures — Your kidding.. no we are not — You can save those in your My Docs folder — we will not see them – but you will still have instant access

Anything you need access !

Break In – How about a folder system for your auto repairs and servicing ? Just set one up for myself over the weekend — finally a good place for that information- rather than clogging up the glove compartment !

Here is an exhaustive list that actually resides…. In your Vault !

Vault List 1

Vault List 2

Ok.. Ok… you get the point… Great, Safe, place for FAST access !

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.



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