Affinity Vault

Now you can securely access the Affinity Vault -- an encrypted document management platform that enables you to collectively access and manages your essential documents. Further, you can receive and share documents directly from and with the Affinity Financial Group Team. Powered by FutureVault, Affinity Vault offers bank-level security with end-to-end encryption, multi-factor and biometric authentication in addition to a proprietary security layer. Key benefits of the Affinity Vault app include the ability to: • Access all the documents on your Vault wherever you are. • Upload documents on the go using your camera as a scanner. • Download documents. • Manage documents across multiple entities and family members. • Securely share your documents with your Trusted Advisors. • Review your reminders and notifications. * Note: You need to be an Affinity Financial Group client or collaborator, and have an active account to login to the app.