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.

 

Two hands sifting through a filing cabinet.

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

 

Already using Janney Online Access?

Log in to www.myjanney.com to check out all the resources and capabilities in the portal, such as My Net Worth, eDelivery, Financial Planning Resources, Document Vault, and personal notifications and alerts. Our Mobile App provides convenience and efficiency so you can now get immediate access to your financial accounts using your iPhone or Android device.

Not using Online Access?

Go to www.myjanney.com and click “Sign up for Online Access.” Follow the prompts to create your login, and instantly gain access to your account information. To download the Janney Mobile App, search for “MyJanney” or “Janney” in the App Store or Google Play Store, or use the browser on your device to log in to http://www.myjanney.com and click through to either app store directly.

 

 

 

 

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/

Janney Montgomery Scott LLC, Member FINRA, NYSE, SIPC