Set up your Client Access Vault for secure file sharing

Vault is an online platform within Client Access for storing valuable documents, for sharing files with us, and for us to share important planning and portfolio documents with you. This feature is available at no cost within your Legacy Financial account.

How to set up Vault within Client Access:

1. Log in to Client Access 
2. Click "Vault" at the top of your Client Access Home Screen
3. If this is your first time using Client Access Vault, you'll need to agree to the Terms and Conditions
4. To upload documents, click "Upload"

To learn more about this useful resource, watch a helpful 1:21 minute video.

Vault enables you to quickly, easily and securely store and share a variety of files. For example, you can share your most recent 401(k) and other account statements with us, which gives us a more comprehensive picture of your total asset allocation and risk profile.
Other types of documents to store or share:

• Tax returns
• Insurance policies
• Mortgage information
• Copies of licenses, passports, certifications

We can store your annual Clear Path Client Portfolio Overview in your vault as well.

For more information on this valuable platform, we invite you to read:

• Are your important documents secure and accessible?
• Vault Frequently Asked Questions (.pdf)
• Vault Quick Reference Guide (.pdf)