Tag Archives: Vault

New Pre-View Feature of Documents In New Total Vault – Cool Update

In true form of … if we are not moving forward, we are moving backwards … as standing still is still losing ground…. (Thanks for those that commented on the New Light in our intro to our November Video summary – advancing our productions, hopefully!) … the Vault has a handy new feature!

New Total Vault Feature

A cool new, and super handy feature was just added to our New Total Vault!

The first page of Documents saved in your Vault can be previewed without downloading the complete document to your device.

You may scroll to the next document by hitting the right/left arrow – again only the first page, but many times that is all that is needed.

Just checked it on the cell (see screen shot below)  it works almost identically to a laptop or tablet, but smaller of course…. I found the cell preview feature extremely helpful for viewing copies of Credit Cards/Health Insurance/Identification as it is faster and easier than downloading and only the front side is needed!

img_5577

 

I had no document types that were not supported, but certainly some may find that something is not supported, if so, you will need to download, just as before.

Oh… and for those wondering about the new merger, our Total Vault will seamlessly make the transition, just as it links to our bank, mortgage and other outside accounts!

PS – Did you notice my vault document? Literally as soon as possible a copy of auto repairs/maintenance are uploaded, keeping that glove box skinny!  ya ya Nerd…

Have  a Great “New Total Vault Update” Day!

John A. Kvale CFA, CFP

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

Password Safe Keeping Idea, Confidential Portion of Your Personal Vault

Digital Assets, AKA your Passwords have become a challenging item for many. We find that in most cases, one party is controller of them and those single folks may not have an easy back-up.

Did you know your Personal Vault has a confidential folder area?

1 Minute Video –

Confidential File Area of Your Personal Vault

We know many of you may have a notebook with a special area that has all of your Passwords –

Our favorite –

An Excel file, NOT named “Passwords” – that has a very strong Excel password to open the file. You can even have the respective websites linked in the Excel file so when you go to your password file, you just click on the link for the website and boom your browser opens to that page ….

Share that Excel file password carefully, update the file whenever you have to do the eventual mandated password update for your selective sites!

Upload that file to your Confidential Area of your Vault, and you are set.

Have a Great “Safe Password” Day!

John A. Kvale CFA, CFP

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

From the Road – Vault Savior – Interesting Personal Theft Story/Warning and Police Candid Response

As mentioned mid-week the road is calling and an out of state travel schedule is currently being tended to… BUT, a great personal story from last week is worth a remote review — enjoy!

What follows is the personal story from last weekend that once again highlights the handiness of our Vault – but should also pose as a warning for those possible gym rats – present party included…

Personal Theft Story

At approximately 10:00 am Saturday October 20th – a quick work out was in the cards as there was a gap between the 13 year old’s tennis match and the 10 year old’s need to be transported …..

After carefully parking underground -(tons of little guys in the YMCA garage due to soccer being moved indoors) – Wallet tossed into the cup holder, along with the car keys and a tug of the small towel to cover both items from outsiders view (unsuccessfully) …. doors locked from external key pad and heading to the stairs to climb to the ground floor…. a bad guys was scoping …

Retuning about 10:30 am, grabbing car keys and sticking wallet into the pocket the day continued –

At 10:40, 10:41 and 10:42 am three charges of $500 each (gift cards) were charged to two separate cards after the third attempt to the same card set off a fraud alert…

Funny call –

With cell phone text notification of a $500+ charge to a local grocery store – a “no” text response returned a texted phone number which was casually called …

“Fraud services, are you in possession of your card” …. Yes, of course I am ? NOPE

Three cards were missing, but the wallet was otherwise EXACTLY kept in tact so as not to alert – worked like a champ!

Four minutes later – first stolen and charged credit card is turned off – other two cards are debit cards …. AND no idea what number to call …

Vault Savior again

No idea of either debit credit card number…. no idea what phone number to call – After a quick opening of the Personal Vault which had pictures of the cards both front and back – Cards turned off ! Whew– Thank you Personal Vault !

Do you have your cards saved in your Vault?

Police Response and Report – The rest of the story –

Later in the day a full Police report was filed, grocery location and YMCA garage have full video surveillance and with such a detailed time line, an easy find ? .. will update in the future —

Fellow gym rats, this is a very common situation, especially for guys … for whatever reason – guess we tend to separate ourselves from our wallets and keys during workouts-

According to the friendly female Police officer Gonzales, this exact event occurs all the time all over the city at Gyms, and happened twice the prior weekend at my gym – fortunately this was the first incident of this weekend reported.

These are very specialized thieves that know exactly what they are doing and know how to quickly get fast cash – No they didn’t want the car, just the quick money, and on to the next unsuspecting person, hopefully not you after this story!

Have a Great “Safer Wallet” Day!

John A. Kvale CFA, CFP

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

1 Minute Video Series Part 8 – Using Your Cell Phone to Upload Documents to Your Vault

Missed any of the 1 Minute Vault Series?

Here is a link to them on our main web page of JK Financial, Inc. and here is a link to them on our blog site here, and then here on our YouTube site.

Part 8 Uploading Important Documents to your Vault

In the eight of an every growing Vault series … and yes we are trying to keep these around 1 minute knowing time is valuable –

In this video here is what we discuss:

  • Opening the Vault Tab in your Personal Vault
  • Scrolling to the area to add something to your Vault
  • Safely putting your cell in photo mode to snap your important document – your document WILL NOT be saved to your cell for ever more security and safety
  • Boom – Showing you the document location upon loading

 

Have a Great “Cell Uploading Document Vault” Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

 

1 Minute Vault Video Series Part 7 – Using Your Cell Phone to Access Your Vault

If you don’t remember parts 1-6, do not worry. it has been some time since we originally put them out.

Here is a link to them on our main web page of JK Financial Inc and here is a link to them on our blog site here, and then here on our YouTube site.

“New” Vault Update

Ok, so it is not so “New” anymore, but there have been continual updates with TONS more to come.

In this 1 minute video, we show you the following:

  1. Download Our Neat Vault Logo App Looking Link to your Cell phone
  2. Update the Title of the Vault Logo Link
  3. Open the Cell phone Vault log in page from your phone

 

 

Have a Great “Cell Phone Access Vault” Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com