The Vault and Mobile Access
Secure Document Storage and Access Anywhere
The Vault is a secure digital document storage repository. Using the Vault, you and your advisor can exchange confidential documents, collaborate on financial plans, and share personal data easily and securely. The Vault will help you organize and protect your most valuable documents, and to make sure all of your information is available and accessible to you, we will set you up with unlimited secure document storage.
In addition to The Vault, your Personal Financial Website is available for you to access wherever you go. With mobile access, your complete financial picture is in the palm of your hand, anytime and anywhere.
In this video, we’ll show you how to
- Upload documents to the vault and create folders
- Share documents with your financial advisor, family members, and other professionals in your life
- Access your personal financial website from your smartphone
Using the Vault
No client or prospective client should assume that the information contained herein (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group, its investment adviser representatives, affiliates or any other investment professional.
Registered representatives of Lucia Capital Group only conduct business in the states where they are currently licensed.
Raymond J. Lucia Jr. is chairman of Lucia Capital Group, a registered investment advisor and CEO of its affiliated broker/dealer, Lucia Securities, LLC, member FINRA/SIPC. Registration with the SEC does not imply a certain level of skill or training. Advisory services offered through Lucia Capital Group. Securities offered through Lucia Securities, LLC. eMoney is not affiliated with Lucia Capital Group or any of its subsidiaries.