We're glad you asked!
Doc Vault is an exciting new feature developed by our team to ensure the safe and easy storage of your important financial documents - documents your planner needs to build a comprehensive plan for you, such as pay stubs, can be uploaded securely here. Your insurance documents, estate documents, investment documents, benefits information--anything relevant to your financial wellnes - -should be stored here for safekeeping and sharing with your LearnVest Planner.
To get to your Doc Vault, click on the "Program" tab and then "Doc Vault" on the left-hand list of options. Be sure to set the viewing access to "Your Planner and You."
41 E 11th St. New York, NY 10003