A360 Vault Resources

 

View and download this handy “getting started” document created specifically for your clients – an introduction to A360 Vault!

Tips to Get Started_Aligned

 

To Gain Access to the A360 Vault Portal For Assistants

With your Advisor please follow these steps:

Step 1: Have your Advisor log into the Aligned360 Vault account

Step 2: Select the name in the top right corner and choose the account that states “Administrator”

Step 3: Click on the User Tab and then Select “Add New User +”

Step 4: Fill out the form and click “Save”

 

To Gain Access to the Advisor’s Personal Vault

Have the Advisor follow these steps after being set up in the Advisor Portal:

Step 1: Have your Advisor log into the Aligned360 Vault account and select the “Personal” account

Step 2: Add a new contact with the same email address used for the administrator account.

Step 3: Go to contacts and add permissions to that newly created contact.

Note: if an Administrator already had Trusted Advisor access with a previous email, please remove the old contact and create a new contact with the same email used for the administrative access.

Assistant Webinar Video: a recording of the webinar is available HERE 

 

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