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What is the Vault?

Vault is a secure online tool where you can upload, store and organize digital copies of vital documents – from financial statements and planning documents to passports and photos of valuable assets – quickly, easily and securely within Investor Access. Vault also introduces a new, simple way for us to collaborate with you by commenting on uploaded files.
 
Vault gives you the security of knowing your most important documents are protected – and right at your fingertips.
 
In Vault you’ll find …
               
Collaboration
With the ability to download, upload and add comments to the files you place in Vault, you can work directly with us from your own computer. You can also grant access to other professionals, such as your attorney or accountant, at your discretion.
 
Convenience
You can view all of your most important documents inside one easy-to-use system that recognizes nearly every file type.
 
Security
Keeping copies of your key documents in a secure location leaves them – and you – less vulnerable.
 
Vault is a free and powerful tool that provides effortless collaboration, the ease of anytime access to your most important documents, and the peace of mind that comes with knowing your information is in one place under multiple layers of digital protection.

Below you will find a quick reference guide with more information. As always, please reach out to us with any questions. 

Enjoy your weekend, 
Gavin Gleason, President
 
 
 
 
The Vault Quick Reference Guide
Learn More
 
 
 
Seven Ways To Be Happy Right Now
Learn More
 
 
 
Steve Jobs' Commencement Address 
Learn More
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gavin@gleason-group.net    (502) 882-7300

The Gleason Group 9418 Norton Commons Blvd, Suite 100 Prospect, KY 40059

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