BCM CLient vault video overview

The screenshot above shows that the underlying "folders" are that are typically included in a Client's Private Page on the Client Vault

The Client Vault

The BCM Client Vault is a secure storage facility for all types of documents and information.  The Client Vault is a "two way" resource. We can upload information for you and you can upload information for us to download. Typically, we'll store your tax returns, copies of your financial planning documents, some Compliance and Regulatory documents such as Privacy Policy updates too

How do I get there from here?

On the Home Page of the Barry Capital Website, there's a direct link to the Client Vault. It appears in the center of the "navigation" line immediately under the BCM phone number and is conveniently titled, "Client Vault." 

Simply "click" the link and you're on your way. 

 
Screen Shot 2016-08-02 at 2.10.40 PM.png

What do We Use it For?

  •  

What can you use it for?

  •