Now you can securely access the BlueShore Financial Vault -- an encrypted document management platform that enables you to collectively access and manages your essential documents. Further, you can receive and share documents directly from and with the BlueShore Financial Team. Powered by FutureVault, the BlueShore Financial Vault offers bank-level security with end-to-end encryption, multi-factor and biometric authentication in addition to a proprietary security layer.
Key benefits of the BlueShore Financial Vault app include the ability to:
• Access all the documents on your Vault wherever you are.
• Upload documents on the go using your camera as a scanner.
• Download documents.
• Manage documents across multiple entities and family members.
• Securely share your documents with your Trusted Advisors.
• Review your reminders and notifications.
Note: You need to be a BLUESHORE FINANCIAL client and have an active account on this portal to login to the app.