Find the right file in context
Open the related record instead of remembering which folder contains the document.
Document vault
Keep important documents with the records they belong to.
Store statements, policies and other supporting files beside the asset, person or obligation they explain.
Find the right file in context
Open the related record instead of remembering which folder contains the document.
Keep sharing deliberate
Choose which documents to share with permitted members instead of sending an entire folder.
Keep the paperwork closeEverything in context
A place for the paperwork
What does the document vault feature do?
The document manager lets you upload, view, download, rename, group and delete files attached to supported portfolio records. You can explicitly share selected documents with permitted portfolio members.
Documents · Family home
The detail behind the view
See the connections behind document vault.
Knowing you have a policy is useful. Finding the actual policy document when you need it is just as important. We included record-linked documents to reduce the gap between a financial summary and the paperwork behind it.
01Policy schedule.pdf
02Loan statement.pdf
03Council notice.pdf
The document manager lets you upload, view, download, rename, group and delete files attached to supported portfolio records. You can explicitly share selected documents with permitted portfolio members.
Less searching. More understanding.
Useful in the moments that matter.
Store statements, policies and other supporting files beside the asset, person or obligation they explain.
Keep sharing deliberate
Choose which documents to share with permitted members instead of sending an entire folder.
Keep a copy when you need it
View or download a stored document for a conversation, application or review.
Ready to take control?
Start your financial journey today
Join Financial Portfolio and experience a simpler, more organised way to manage what matters most.
Document vaultA closer look
How it works
Start simply. Build as you go.
You bring the information. Financial Portfolio gives it a structure you can come back to.
Open a supported portfolio record and choose to add a document.
Upload a supported file, then give it a useful name or group.
Choose any permitted recipients if you want to share it, and review sharing when circumstances change.
Made for real life
Where this fits into your day.
For households, families and Australians keeping track of more than one account or folder.
Finding a policy when you need it
Open the insurance record and find the policy schedule you attached. The file is connected to the cover details, rather than buried in a general downloads folder.
Preparing documents for a discussion
Keep the relevant files beside an asset or obligation, then explicitly share the documents a permitted viewer needs. Review document access when the conversation is complete.
Keep your records connected
Other features
Can viewers see every document?
No. A viewer needs access to the relevant section and record, and the document must be explicitly shared with them.
Can I download my files?
Yes. The document manager supports viewing and downloading files that you are authorised to access.
How should I organise financial documents for my family?
Group each statement, policy or ownership file with the record it explains, give it a clear name and keep it up to date. Services Australia recommends preparing important information so others know what exists and where to find it. Read Services Australia's preparation guide.
What file types can I upload to the financial document vault?
The documented app accepts PDF, DOC, DOCX, JPG and PNG files up to 10 MB each. Storage allowances apply.
Which documents can a family viewer see?
Only documents explicitly shared with that viewer, where they also have access to the relevant section and visible record. Granting section access alone does not expose every file.
Start with what you have
Keep the paperwork beside the picture.
You do not need every detail on day one. Start with the records that matter most, then build a clearer picture at your own pace.