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