Why You Need Access to a Vault

Why You Need Access to a Vault

Why You Need Access to a Vault

One of the biggest hassles at tax time can be gathering and organizing all the tax documents to give to your CPA. But what if you had a place to store your documents throughout the year that was secure and online, giving you convenient access anytime you needed to find a document?

With Legacy you do. All of our financial planning clients have access to eMoney, which includes access to the eMoney vault, helping you stay organized throughout the year.

What are the benefits of a vault?

  • Access to unlimited secure electronic document storage

In addition to tax documents, you can upload bank and investment statements, retirement plans, marriage licenses, wills and more. Click here for the Legacy Vault Checklist.

  • Stay organized throughout the year

Give yourself peace of mind knowing that all of your important documents are in one place. With the vault you don’t have to sift through messy paper files or run the risk of accidentally throwing away an item you meant to keep.

  • Access your documents anytime, anywhere

We all want to escape during vacation, but sometimes the real world has a habit of finding us in the form of a lost passport. Whether you’re traveling in Europe, Africa or Asia, you can access your eMoney vault to obtain important travel documents from copies of your passport to your travel itinerary and reservations.

  • Have peace of mind for you and your family in case something happens

As we’ve written before, being organized is one of the best gifts you can give your family members in case something happens to you. By having all of your important documents in one place (including a list of credit cards and passwords) you will make it easy for your family to settle your affairs in the event of an unforeseen circumstance.

  • Financial Planning Tools

We view your financial plan as a living, breathing thing to be updated regularly. With the eMoney vault, you can easily upload documents needed to update your financial plan, giving us the ability to quickly access the information to make sure it is reflected in your planning projections.

But is it secure?

Yes! Security is of the utmost importance to us. Watch the below video to learn more about the security of your eMoney account.

If you’re interested in taking advantage of this service, let your financial advisor know so we can make sure you’re utilizing this indispensable tool.

Mike Wren

Mike Wren

Mike Wren, CFP®, CDFA® is the CEO, Managing Principal and Financial Advisor at Legacy Financial Strategies. As Legacy’s managing principal, he draws on over 23 years of experience in financial planning.