Document Vault: secure storage for your financial documents and AI plan updates
Document Vault is a secure, private home for your important financial and legal documents inside Boldin. Keep your statements, tax returns, insurance policies, and estate documents in one organized place — encrypted, findable, and stored for life.
Some of these documents you’ll never “apply” to a plan — a will or a beneficiary designation just needs to be safe and easy to find. Vault is where they live.
Who it’s for | PlannerPlus / Premium members (Beta) |
Where to find it | |
Security | Bank‑level secure, stored for as long as you’re a member. Encrypted in transit and at rest with AES‑256. Boldin does not share your documents with third parties. |
What you can do in Document Vault
Store documents securely — upload financial and legal files and keep them encrypted in one place.
Organize by type — investments, taxes, insurance, benefits, estate, and more.
Keep estate documents safe — wills, trusts, powers of attorney, and beneficiary designations, with control over who can access them.
Find what’s inside without digging — ask Boldin AI a question about a stored document and get an answer from its actual content.
Access anytime — your documents are available from your Boldin account whenever you need them.
Update your plan with Boldin AI
The value of storing documents
Storing your documents in the Vault provides a powerful way to interact with your financial information through Boldin AI:
Interpret and learn. Ask Boldin AI questions about what’s inside your documents to better understand complex statements or terms.
Plan better. Use AI-driven insights from your stored documents to make more informed decisions about your financial future.
User-led updates. Instruct Boldin AI to read a document and update your plan data.
Supported document types
Category | Supported documents |
Investments | Brokerage statements and account statements |
Taxes | Federal and state tax returns, W‑2s, 1099s |
Insurance | Policy summaries and insurance documents |
Benefits | Social Security (SSA) benefit statements |
Estate | Wills, trusts, powers of attorney, beneficiary designations |
Other | Any financial document you want kept organized and accessible |
Supported file formats
You can upload files up to 25 MB each in these 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 a document is in an unsupported format, saving or exporting it as a PDF is the easiest fix — though any of the supported formats above will work.
Uploading a statement here can also update your plan. To turn a document into confirmed plan data, see “Keep your plan current.”
How to store a document
Open Document Vault. Go to My Plan → Document Vault. Your library opens — empty at first, ready to fill.
Add a file. Select Add file and choose a document from your device in any supported format (see above). Your file is encrypted the moment it’s uploaded.
It’s stored and organized. Your document appears in your Vault, grouped by type, ready whenever you need it.
Find or ask about it anytime. Open a document to view it, or ask Boldin AI a question about what’s inside.
How to update your plan with a document
Open Document Vault. Go to My Plan → Document Vault and select Add file. Vault accepts a wide variety of document types, as stated above. Your file is encrypted the moment it’s uploaded.
Instruct Boldin AI to read your document. Open Boldin AI and explicitly ask it to update specific plan data, such as cost basis, account balances, or income. It will then propose the changes and ask for your review and confirmation, usually in under a minute. Note that Boldin AI does not automatically suggest changes from your document; you need to provide a specific prompt.
Review and confirm. Boldin AI shows a summary of proposed changes. If they don't meet your expectations, dismiss and try again. Nothing is saved to "My Plan" without your "Review & Apply" confirmation.
Apply to your plan. Once confirmed, the values flow into the matching sections of My Plan. The document stays in your Vault as the record behind those numbers.
Security and privacy
Bank‑level encryption — your documents are encrypted in transit and at rest with AES‑256. Bank‑level secure, stored for life.
Private by default — only you can see your files. You choose if and when to share access with a spouse, a trusted contact, or a Boldin Advisor.
No third‑party sharing — Boldin does not share your uploaded documents with outside third parties.
Frequently asked questions
Does storing a document change my plan?
No. Document Vault is for keeping documents safe and findable. You'll have to initiate plan updates from vault documents. To learn more about updating your plan from a document, see “Keep your plan current” — you’ll review and confirm any figures before anything changes.
Who can see my documents?
They are private by default.
How long are my documents stored?
Bank‑level secure, stored for as long as you are a Boldin subscriber.