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. We can help you navigate financial questions and give you greater confidence about the future.

Find a Financial Advisor 

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/