In this handy video, we show you the Report feature of your New TOTAL Vault…
As a quick reminder, all of our Vault Series Videos are being posted on our web page here
Report Feature of New TOTAL Vault
- Log into the landing Net Worth Page of your Vault using your credentials
- Click on the “Reports” tab at the top of the page
- Under the “Report Selection” Tab, various reports are available – we will be adding more too
There you have it, easy as that to find, view and print reports from your New TOTAL Vault!
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