Introducing our cutting-edge document storage solution designed specifically for the safekeeping of your valuable accounts and digital assets. With our platform, you can effortlessly upload and securely store all your important documents, ensuring they are easily accessible whenever you need them.
Account Categories
Important Documents
Important Documents is the section where we will save your Last Will & Testament, Lasting Power of Attorney, Advance Care Plan, and Funeral Wishes as PDFs.
Stocks & Crypto
By registering an account in the "Stocks & Crypto" section, you will gain access to a designated tab labelled "Portfolio". Within this section, you have the ability to input details of your current holdings, including stocks, cryptocurrencies, commodities, currencies, and ETFs.
Setting Expiry Dates
Certain account types offer the option to set an expiry date. We will notify you when the account is due to expire. You can customize how many days in advance you would like to be reminded in the settings section. If you are using our software from the Android or iOS app and have enabled push notifications, we will also send a reminder directly to your device. For more information visit visit the Reminders support section.
Uploading Documents
When setting up or updating an account, you have the option to upload additional documents. These documents can include certificates, policies, bills, or invoices. You are able to upload a variety of file types, including PDFs, Word documents, Excel spreadsheets, as well as JPG and PNG images.