Document Vault Checklist

Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.

a person files documents

It's easy to store and access documents between you and your Financial Advisor.

What documents should be stored in the Document Vault? Any financial or personal documents that's important to you. The following are some examples.

Banking Documents

  • Credit card
  • Bank account(s)
  • Lines of credit
  • Mortgage

Retirement Documents

  • Social Security
  • 401(k) plans, pension(s)
  • IRAs, deferred compensation)

Investment Documents

  • Brokerage accounts
  • Mutual fund accounts
  • Education savings accounts
  • Annuity contracts
  • Executive compensation and stock options

Insurance Documents

  • Life insurance
  • Homeowner’s insurance
  • Health/Medicare Insurance
  • Disability insurance
  • Long-term care insurance
  • Auto

Business documents

  • Incorporation
  • Financials
  • Account data

Home management documents

  • Home maintenance providers
  • Rental property details
  • Deeds
  • Titles
  • Appraisals

Family, gifting, and estate documents

  • Beneficiaries for non-Janney accounts
  • Will
  • Trusts
  • Powers of attorney
  • Charities
  • Pre/post-nuptial agreements
  • Separation/divorce/custody agreements
  • Guardians
  • Birth/death/marriage certificates
  • Passports
  • Social Security cards
  • Citizenship papers
  • Military records

 

 

 

 

Talk with a Janney Financial Advisor

You don’t need to go it alone. Wherever you are on your wealth journey, we can build a tailored financial plan and make recommendations that are aligned with your best interest and unique needs, goals, and preferences. Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.

Find a Financial Advisor 

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/

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