Vault

Virtual safe for all your financial documents.

Keep your documents secure, organized, and at your fingertips

Intelligent document organization

Effortlessly link, tag, and retrieve your documents.

  • Asset-specific linking
  • Year-based tagging
  • Locate documents instantly
TR
Trade Republic 2023 gainsTrade Republic
2023 Tax notice2023-09-02 tax notice.pdf
2022 Tax return2022-04-01 tax return.pdf
AL
Alan shareholder agreementAlan
Proof of address2021-01-31 Utility bill.pdf

Seamlessly part of your flow

Your documents, right where you need them.

  • In-app document preview
  • Each asset has its own Files page
  • Dedicated "Vault" page for centralized management

2024-04-01 tax return.pdf