Bernstein Financial Services uses a secure, cloud-based system called SmartVault so that you can access, store, manage, and share your documents. Many of our clients have commented on how easy it is to use.
Below are directions on how to use the service.
In an effort to get your information ready to upload to the SmartVault, we ask that you put them into as few PDF’s as possible. We do understand that sometimes you might need to send additional files, however the more that can be combined, the easier it will be for us to prepare your files.
Above are instructions for iPhone and Android users that guide you through how to take a picture of multiple documents and combine them into one PDF to upload to the system. We hope you find them helpful.
We are notified each time you upload documents, but we do not know when you have uploaded ALL of your documents. In order to manage your documents efficiently, please follow the following guidelines when uploading:
– Please accumulate your documents and try to upload them all within a short period of time, say in one day. We will wait approximately 24 hours before starting work so that you have a chance to complete the upload.
– Please try to upload PDF’s, not images.
– Please try to upload documents in groups (even one big scan is fine), not each page separately. It consumes a lot of time to access many separate uploads.
– If you would like to upload the documents over a longer period of time, please email Johana (johana@bernsteinfinancial.com) and let her know that you started and will take some time to finish, and then please email Johana a second time when you are done. This will signal us to start work on your file.