Frequently Asked Questions:
How do I send documents to my Financial Advisor?
Documents uploaded to the Estate Organizer are also stored and accessible from your Document Vault. By adding a document to your Estate Organizer, your Financial Advisor will be notified.
What types of information and documents can I store in my Estate Organizer?
You can store your banking, estate planning and other important documents such as:
- 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, homeowner’s, health/Medicare, disability, long-term care, 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)
What type of file format can I save in my Estate Organizer?
You can share and store common digital file types including PDFs, MS Word, Excel, and Google Docs.
Who can I contact with Online Access questions?
For additional questions related to Online Access, please reach out to our Online Services team at 888.882.0012, or [email protected].
Need Assistance?
If you have trouble using the app, you may contact the Online Services team. Please have your Janney account information ready.
- Phone: 888.882.0012
- Email: [email protected]
- Monday through Friday: 7AM – 7PM EST
- Saturday, Sunday, and Holidays: 7AM – 12PM EST