CUSTODIAN INTEGRATION · UNITED STATESEvery document type. Delivered automatically.
Statements
Monthly and quarterly account statements, filed to every client vault the moment they’re ready.
Tax forms
1099s and other IRS tax forms, delivered before clients ask.
Reports
Performance and account reports
Onboarding and account opening
New account applications and account opening documents, filed to the client’s vault.
For firms that custody with Schwab.
Schwab integration questions, answered.
Which Schwab documents does FutureVault deliver?
Monthly and quarterly statements, 1099s and other IRS tax forms, reports, and onboarding and account opening documents, filed to the right client vault automatically.
How do Schwab documents reach client vaults?
Schwab files are received over encrypted SFTP, matched to each household by account number, tagged and filed, and clients are notified on web and mobile.
Does it support SEC and FINRA recordkeeping?
Every delivery is encrypted and logged, and documents are retained with permissions and a complete audit trail that help firms meet SEC and FINRA requirements.
Does FutureVault replace our CRM or document management system?
No. FutureVault is the document layer that connects to them. It integrates with CRMs such as Salesforce and Microsoft Dynamics, with custodians and with 7,000+ apps, and offers 1,000+ API endpoints.
Is FutureVault secure enough for our compliance and InfoSec teams?
FutureVault is SOC 2 Type II examined, encrypts data in transit and at rest, supports multi-factor authentication and records every action on a complete audit trail.
Will our clients actually use it?
Client vaults carry your brand on web, iOS and Android, with notifications when new documents arrive and simple, secure requests. FutureVault powers more than 1 million client vaults across 50+ enterprise partners.
