How to Start Using the Vault | Phillips Wealth Planners

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How to Start Using the Vault

Did you know there’s safe, behind-the-firewall cloud storage inside Client Access? It’s a way for us to securely deliver documents to you.

Did you know there’s safe, behind-the-firewall cloud storage inside Client Access? It’s a way for us to securely deliver documents to you. And you can use it to send us important documents too. In this video, we’ll walk you through finding the Vault inside Client Access and show you exactly how to use it. Ready to get started?

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