If you want to consolidate, organize, and safely store all your financial documents, on one secure platform, TD Digital Vault is for you! A wide range of documents can be saved, ranging from insurance documents, a will, property details, or a copy of your passport.

TD Digital Vault’s features allow you to collaborate with your advisor. Your advisor can easily request specific files or documents. If your advisor uploads a document for you, you will receive an email notification advising you that there is a document available for viewing.

Sharing documents through unsecure email has increasingly become a cybersecurity risk. TD Digital Vault minimizes the risk associated with email attachments and unsecure file sharing.

Currently, there is no personal folder, meaning any documents added to your TD Digital Vault can be accessed by your advisor.

You can store anything you want to share with your advisor! TD Digital Vault is set up with multiple folders that allow you to organize and upload a variety of documents, including documents with details related to your vehicle, home, and investments. You can also use TD Digital Vault to store your will, statements, tax documents, identity documents and legal documents.

TD Digital Vault allows for a wide range of files including Excel, Word, PowerPoint, PDF, and pictures. Currently, zip files, videos, and executable files (ex. ends in ‘exe’) are not able to be stored.

Only you, and your TD Wealth team can access your documents. Spouses, partners, and family members with TD Wealth relationships may have their own separate TD Digital Vault.

Once you receive access to TD Digital Vault, our how-to guides are included in the ‘Learn’ section of your TD Digital Vault. Select ‘Learn’ at the top left of your Digital Vault to view resources.