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What to store
- Account statements
- Tax returns and W-2s
- Insurance policies
- Estate documents (wills, trusts)
- Property records (deeds, titles)
- Purchase receipts for large assets
Uploading files
1
Open the Vault
Click Vault in the sidebar.
2
Upload
Drag files into the upload area or click Upload and select files. PDF, PNG, JPG, and common document types are supported.
3
Tag and organize
Add tags (e.g.
2024-tax, insurance) so files are easy to find later.Using Vault with Ask Silvia
Silvia can read documents you’ve uploaded. Try:- “Summarize my 2024 tax return.”
- “What’s my auto insurance deductible?”
- “Extract line items from my December brokerage statement.”
Files in the Vault are encrypted at rest and only accessible to your account.