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Karn Toor Financial AdvisorMutual Funds Investment Specialist
Financial Advisor
Mutual Funds Investment Specialist
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Customize your experience and security features
Digital Vault allows you to safely store, organize and collaborate on important financial documents. Protect and access your financial plans, insurance policies, tax files, and more in partnership with your financial advisory team.
- Manage vault access
- Receive notifications
- Create reminders and checklists
- Activate greater security measures (two-step authentication)
As a vault holder, you can also create contacts and invite them with access to specific folders and content within your vault. Permissions can be edited and removed any time.
Explore our Digital Vault plans and select the option best suited to your needs.
Essential Vault
Access 1GB of space to store and share your essential banking and financial files with BlueShore and your advisory team through six standard folders.
Premium Vault
25GB of space for storing your banking and financial files within your My Digital Vault space, plus a private, premium digital space accessible only to you to store important personal files including photos, mementos and documents.
Fees
Essential Vault
- Storage - 1GB to store and share your essential banking and financial files with BlueShore and your advisory team through six standard folders
- Availability - complimentary for the first 12 months; also available as part of the Wellness Bundle
- Monthly Fee - $1/month after first 12 month period
Premium Vault
- Storage - 25GB plus a private, premium digital space accessible to only you
- Availability - upon sign up; also available as part of the Wellness Bundle
- Monthly Fee - $5/month
Have questions or need more information? View our Digital Vault help article to get answers to frequently asked questions.