Select the best response regarding the Vault from the options below:

• A. Vault access is included; advisors do not pay an additional fee to use the Vault
• B. Advisors pay a separate fee to use the Vault
• C. Vault access is limited to clients
• D. Vault access requires admin approval

Answer: (A)

Vault is the secure document storage and sharing area in eMoney that both advisors and clients use. The key point here is pricing: Vault access is included, so advisors don’t pay an extra fee to use it. This reflects the platform’s model where Vault is a standard part of the service, enabling easy, compliant document exchange without additional charges. Statements about a separate fee, access limited to clients, or needing admin approval don’t align with how Vault is typically used as a shared, included feature.