What is Boldin's Document Vault?
Boldin's Document Vault is a secure home for your financial documents inside Boldin. Upload your statements, tax returns, insurance policies, and estate documents — they're stored with bank-level encryption and organized in one place.
Once a document is in your Vault, you can ask Boldin AI questions about what's inside it, so your document's aren't just stored, they're accessible.
Availability
The Document Vault is currently in beta and available to PlannerPlus members opted into Boldin's beta program. To enable beta features, go to your Profile (top right) → Account settings → Beta and toggle it on.
How to Use The Document Vault
Step 1 — Open The Document Vault
Go to Document Vault in the left navigation of your Boldin Plan. Your document library opens — empty at first, ready to fill.
Step 2 — Add a document
Select "Add file" and choose a document from your device (up to 25 MB, in any support format - see Supported File Formats below). Your document is encrypted immediately on upload.
Step 3 — Your document is stored securely
Once uploaded, your document appears in your Vault organized by type. It's encrypted in transit and at rest with AES-256 — bank-level secure, stored for life.
Step 4 — Ask Boldin AI about it
Open any document in your Vault and ask Boldin AI questions about what's inside. What's the account balance? What does this policy cover? What's the beneficiary listed? Boldin AI reads the document and answers from the actual content.
Supported Document Types
Investments | Brokerage statements, account statements |
Taxes | Tax returns, W-2s, 1099s |
Insurance | Policy summaries and documents |
Benefits | Social Security benefit statements |
Estate | Wills, trusts, beneficiary designations |
Other | Any financial document with information you want to keep organized and accessible |
Supported File Formats
You can upload files up to 25 MB each in the following formats:
PDF (.pdf)
Word (.docx)
Plain text (.txt)
CSV (.csv)
JSON (.json)
Images (.jpg, .jpeg, .png, .webp)
Older Word files (.doc), videos, and other formats aren't supported. If you have a document in an unsupported format, saving or exporting it as a PDF is the easiest fix.
Security and Privacy
Your documents are encrypted in transit and at rest with AES-256, and are private by default. Boldin does not share your document with third parties.
Frequently Asked Questions
Does uploading a document update my plan?
No. Document Vault stores your documents and lets you ask Boldin AI questions about them. It doesn't automatically update your plan. To update your plan, use the relevant section of My Plan.
Who can see my documents?
Your documents are private by default.
How long are my documents stored?
Bank-level secure, stored for as long as you are a Boldin subscriber.