My planner mentioned a Doc Vault. What's that and how do I access it?

Last Updated: Jan 13, 2015 04:14PM EST
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."

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