What is the primary purpose of the Vault?

• A. To generate reports
• B. To track user activity
• C. To host external websites
• D. To securely store important documents

Answer: (D)

At its heart, the Vault is a secure repository for storing important documents and other sensitive items. Its main purpose is to protect the privacy and integrity of those documents by providing encryption, access controls, and a straightforward way to organize and share files with your advisor. Because of that, it isn’t primarily for generating reports, tracking user activity, or hosting external websites—those involve other tools or modules. In practice, you would use Vault to store tax documents, statements, estate plans, and other critical records, keeping them securely accessible to you and your advisor when needed.