FINANCIAL & INVESTMENTS

KEEP YOUR FINANCIAL LIFE ORGANIZED

Veterans Legacy Vault gives you one convenient place to

organize important financial information so you and

your family know what you have and where to find it.

Keep track of:

Bank and financial accounts
Stocks and bonds
Retirement accounts and 401(k)s
Investment accounts
Cryptocurrency
Property and other assets
Insurance and annuities
Important financial documents
Financial notes and planning information

YOUR FINANCES. YOUR PLAN. YOUR LEGACY.

Financial information can become scattered across banks, investment companies, retirement plans, paperwork and online accounts.

VLV helps you maintain an organized personal reference to the financial information you've chosen to record.

As accounts, investments and plans change, you can keep your information current so important details aren't lost or forgotten.

Organized today. Easier to manage tomorrow.

GET VETERANS LEGACY VAULT

PLAN FOR TODAY. PREPARE FOR TOMORROW.

KNOW WHAT YOU HAVE

Over the years, financial accounts and investments can

spread across multiple institutions and platforms.

Retirement plans change, investments grow, accounts

move and important details can become difficult to remember.

VLV gives you an organized place to maintain a clear

overview of the financial assets and accounts you've chosen to record.

Having that information organized makes it easier to review

your financial picture and identify information that may need to be updated.

MAKE IT EASIER FOR YOUR FAMILY

Financial information can be especially important when a spouse or trusted family member needs to step in.

Knowing what accounts, investments, retirement plans and other assets exist can help your family understand where to begin instead of trying to discover everything on their own.

VLV helps you leave behind organization—not a financial scavenger hunt.