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Private Locker Information

The Private Locker is essentially an online vault for clients to store their important documents. It is both easy to use and offers remarkable security. Not only are files encrypted while being uploaded or downloaded, they are also stored using high encryption – a feature not available with most other online storage vendors.

Too often, we witness situations where a client or their loved one is searching for important documents and can’t tell which are current and which are expired. When dealing with a critical life situation or the loss of a loved one, this is the last thing we want our clients to be worried about. We don’t want clients to have to rely on others to find these documents or compromise their privacy in a time of need.

In order to avoid document dilemmas in life situations such as these, we feel Private Locker is the best tool our clients can opt to use. Not only will our office help you organize your documents, we can also help you scan them into the system if you need assistance. Then as time goes on, you can scan in additional documents as needed or bring them into your client reviews to have them scanned in.

We are proud to offer this innovative service to our clients and hope that you take advantage of this service! If you are interested in this service, please call our office to set up a time to meet with your advisor and learn how to use Private Locker or mention it in your next client review.

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P: 724-537-2799 | F: 724-537-3180 |
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