There are only two things you need to get started:

  • A virtual tour of Generational Vault
  • Your Generational Vault brochure

These are complimentary and available in Generational Vault – secure, easy to set up and available at no cost. Just fill out the short form on this page to request your complimentary Generational Vault account.

Get Started

Generational Vault is a virtual "safe deposit box" for you to upload important documents and view financial information. It comprises six dynamic components:

  • Net worth summary
  • Financial reports
  • Synced accounts
  • Document storage
  • Appointment management
  • Retirement education

Generational Vault helps to ensure that all of your important information will be safe, secure and accessible anytime, anywhere. All data is secured with an SSL Certificate that uses a 2048-bit public encryption key, one of the strongest available, to help protect your financial life.