Vault

Have you ever misplaced an important piece of paper and searched hours or even days for it? Have you ever worried about losing your important files in case of a disaster at home that could destroy them? Have you ever been out of town and needed to access a file on your computer’s desktop at home or in your safety deposit box? We have the solution to all of the above!

The Vault feature of the CIS Wealth Management System allows you to upload electronic copies of your important documents, family photos, and more so that you can access them whenever you want, wherever you are.

Our system offers unlimited storage space and is extremely secure, so you can confidently create an online filing cabinet for instant access. If you can scan documents or take digital photos of them, you can save them in your vault.

Check out this list of documents that can be saved in your vault: