Which of the following is true about Vault access for advisors?

• A. Vault access is included and does not incur a separate fee
• B. Advisors pay an annual subscription
• C. Access is limited to clients
• D. Access is restricted to firm admins

Answer: (A)

Vault access for advisors is included as part of the advisor’s existing service package, with no separate fee just for Vault. This design removes extra charges and makes it easier for advisors to store, organize, and securely share documents with clients within the same platform, promoting smooth collaboration and efficient planning.

Other models that involve an annual subscription for Vault, restrict access to clients, or limit access to firm admins would add friction or constrain how advisors work with clients, so they don’t fit the described setup where Vault is a built‑in, no‑fee tool for advisor use.