document vault

A secure home for your most important documents.

Truthifi's document vault stores your financial, legal, and personal documents securely— so they're ready when you are.

document vault

A secure home for your most important documents.

Truthifi's document vault stores your financial, legal, and personal documents securely— so they're ready when you are.

document vault

A secure home for your most important documents.

Truthifi's document vault stores your financial, legal, and personal documents securely— so they're ready when you are.

Never lose track of important files.

Store securely

We use bank-grade encryption to protect everything you upload.

Access anywhere

Your vault travels with you, so you can tap into important files on the go.

Stay organized

Find what you need in seconds—no more hunting through email threads.

Never lose track of important files.

Store securely

We use bank-grade encryption to protect everything you upload.

Access anywhere

Your vault travels with you, so you can tap into important files on the go.

Stay organized

Find what you need in seconds—no more hunting through email threads.

Never lose track of important files.

Store securely

We use bank-grade encryption to protect everything you upload.

Access anywhere

Your vault travels with you, so you can tap into important files on the go.

Stay organized

Find what you need in seconds—no more hunting through email threads.

Frequently asked questions

What is the document vault?

Truthifi's document vault is a secure, encrypted storage feature built into the Truthifi platform where you can upload and organize the financial, legal, and personal documents that matter most to your financial life. Think tax returns, estate documents, insurance policies, offer letters, account statements, and trust documents — all in one protected place, organized and accessible any time you need them.

What kinds of documents can I store?

The vault is designed for the documents that anchor your financial life: tax returns and IRS correspondence, wills and trust documents, powers of attorney, healthcare directives, insurance policies, brokerage and account statements, real estate closing documents, offer letters, and other financial agreements. If it's a document you'd need in an emergency, at a closing, in a meeting with your advisor, or at tax time — it belongs in your vault.

How is it different from Google Drive or Dropbox?

General cloud storage is designed for any file, with no concept of financial context or organization. Truthifi's document vault is purpose-built for financial documents — it understands categories like tax returns, estate documents, and insurance policies, and keeps them organized within the same platform where you already monitor your portfolio. Your financial documents and your financial data live together, in one place, rather than scattered across a general-purpose file system with no connection to your financial life.

Is the document vault secure?

Yes. Documents stored in the Truthifi document vault are encrypted with bank-grade security — the same standard applied to your connected financial account data. Truthifi does not share your documents with third parties. Access is tied to your authenticated Truthifi account.

Who should use the document vault?

The vault is useful for any investor who has accumulated financial paperwork over time and wants it centralized, accessible, and actually useful — not buried in email threads or filing cabinets. It's especially valuable for investors with complex financial pictures: multiple accounts, an estate plan in place, life insurance policies, real estate holdings, or anyone who regularly meets with a financial advisor and wants to arrive prepared.

Frequently asked questions

What is the document vault?

Truthifi's document vault is a secure, encrypted storage feature built into the Truthifi platform where you can upload and organize the financial, legal, and personal documents that matter most to your financial life. Think tax returns, estate documents, insurance policies, offer letters, account statements, and trust documents — all in one protected place, organized and accessible any time you need them.

What kinds of documents can I store?

The vault is designed for the documents that anchor your financial life: tax returns and IRS correspondence, wills and trust documents, powers of attorney, healthcare directives, insurance policies, brokerage and account statements, real estate closing documents, offer letters, and other financial agreements. If it's a document you'd need in an emergency, at a closing, in a meeting with your advisor, or at tax time — it belongs in your vault.

How is it different from Google Drive or Dropbox?

General cloud storage is designed for any file, with no concept of financial context or organization. Truthifi's document vault is purpose-built for financial documents — it understands categories like tax returns, estate documents, and insurance policies, and keeps them organized within the same platform where you already monitor your portfolio. Your financial documents and your financial data live together, in one place, rather than scattered across a general-purpose file system with no connection to your financial life.

Is the document vault secure?

Yes. Documents stored in the Truthifi document vault are encrypted with bank-grade security — the same standard applied to your connected financial account data. Truthifi does not share your documents with third parties. Access is tied to your authenticated Truthifi account.

Who should use the document vault?

The vault is useful for any investor who has accumulated financial paperwork over time and wants it centralized, accessible, and actually useful — not buried in email threads or filing cabinets. It's especially valuable for investors with complex financial pictures: multiple accounts, an estate plan in place, life insurance policies, real estate holdings, or anyone who regularly meets with a financial advisor and wants to arrive prepared.

Frequently asked questions

What is the document vault?

Truthifi's document vault is a secure, encrypted storage feature built into the Truthifi platform where you can upload and organize the financial, legal, and personal documents that matter most to your financial life. Think tax returns, estate documents, insurance policies, offer letters, account statements, and trust documents — all in one protected place, organized and accessible any time you need them.

What kinds of documents can I store?

The vault is designed for the documents that anchor your financial life: tax returns and IRS correspondence, wills and trust documents, powers of attorney, healthcare directives, insurance policies, brokerage and account statements, real estate closing documents, offer letters, and other financial agreements. If it's a document you'd need in an emergency, at a closing, in a meeting with your advisor, or at tax time — it belongs in your vault.

How is it different from Google Drive or Dropbox?

General cloud storage is designed for any file, with no concept of financial context or organization. Truthifi's document vault is purpose-built for financial documents — it understands categories like tax returns, estate documents, and insurance policies, and keeps them organized within the same platform where you already monitor your portfolio. Your financial documents and your financial data live together, in one place, rather than scattered across a general-purpose file system with no connection to your financial life.

Is the document vault secure?

Yes. Documents stored in the Truthifi document vault are encrypted with bank-grade security — the same standard applied to your connected financial account data. Truthifi does not share your documents with third parties. Access is tied to your authenticated Truthifi account.

Who should use the document vault?

The vault is useful for any investor who has accumulated financial paperwork over time and wants it centralized, accessible, and actually useful — not buried in email threads or filing cabinets. It's especially valuable for investors with complex financial pictures: multiple accounts, an estate plan in place, life insurance policies, real estate holdings, or anyone who regularly meets with a financial advisor and wants to arrive prepared.

Connection guides

Connection guides

ChatGPT Bank of America — Connect Using Truthifi

ChatGPT Bank of America — Connect Using Truthifi

ChatGPT Bank of America — Connect Using Truthifi

ChatGPT Capital One — Connect Using Truthifi | AI Financial Planning

ChatGPT Capital One — Connect Using Truthifi | AI Financial Planning

ChatGPT Capital One — Connect Using Truthifi | AI Financial Planning

ChatGPT Chase — Connect Using Truthifi | AI Financial Planning

ChatGPT Chase — Connect Using Truthifi | AI Financial Planning

ChatGPT Chase — Connect Using Truthifi | AI Financial Planning

ChatGPT Citibank — Connect Using Truthifi | AI Financial Planning

ChatGPT Citibank — Connect Using Truthifi | AI Financial Planning

ChatGPT Citibank — Connect Using Truthifi | AI Financial Planning

ChatGPT Fidelity — Connect Using Truthifi | AI Financial Planning

ChatGPT Fidelity — Connect Using Truthifi | AI Financial Planning

ChatGPT Fidelity — Connect Using Truthifi | AI Financial Planning

ChatGPT Merrill — Connect Using Truthifi | AI Financial Planning

ChatGPT Merrill — Connect Using Truthifi | AI Financial Planning

ChatGPT Merrill — Connect Using Truthifi | AI Financial Planning

ChatGPT Robinhood — Connect Using Truthifi | AI Financial Planning

ChatGPT Robinhood — Connect Using Truthifi | AI Financial Planning

ChatGPT Robinhood — Connect Using Truthifi | AI Financial Planning

ChatGPT Schwab — Connect Using Truthifi | AI Financial Planning

ChatGPT Schwab — Connect Using Truthifi | AI Financial Planning

ChatGPT Schwab — Connect Using Truthifi | AI Financial Planning

Stop living in spreadsheets.

$1,500,000,000+

Monitored

18,000+

Providers covered

Bank-grade

Security

2026 Truthifi, Inc. All rights reserved.

Stop living in spreadsheets.

$1,500,000,000+

Monitored

18,000+

Providers covered

Bank-grade

Security

2026 Truthifi, Inc. All rights reserved.

Stop living in spreadsheets.

$1,500,000,000+

Monitored

18,000+

Providers covered

Bank-grade

Security

2026 Truthifi, Inc. All rights reserved.