Generational Vault

GENERATIONAL VAULT


Safe Harbor’s Generational Vault is a virtual “safety deposit box” for clients to have access to important documents and get a comprehensive picture of their finances anytime, and anywhere there is Internet access.

VideoIconSmall-generational-vaultWatch our generational vault video to learn more.

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Account Values

If you feel challenged by multiple accounts and statements, Generational Vault can be the solution. Generational Vault updates your investment values on a daily basis with easy to understand charts and graphs depicting results. Now, you can view you whole portfolio in one place to make sure your investments are doing exactly what they are supposed to do.

Financial Reporting

As life changes, so does your net worth and cash flow. With Generational Vault’s financial reporting tools, you can see an up-to-the-day snapshot of your finances to help you make important decisions about budgeting and investing to achieve financial success.

Unlimited Online Storage

As you would with a safety deposit box, you can organize and store personal documents, photos, videos, and more, all at no charge! The Generational Vault offers unlimited storage to its users — it can be used however you choose.

If you are a Safe Harbor client and do not have access to the Generational Vault, email or call 614-760-0670 to get set up with an account and get started.


**All data is secured with an SSL Certificate that uses a 2048-bit public encryption key, one of the strongest available, and adheres to compliance and regulatory requirements. (Generational Vault does NOT use Open SSL encryption and therefore is not affected by the security bug Heartbleed.)