Introduction to Your Secured VaultMay 28, 2021 by Bautis FinancialFor Bautis Financial clients, here is a step-by-step on how to securely share documents using the client portal vault. The secured vault is primarily used for two purposes:For you to organize your own secure files.For us to share documents.Here’s a how-to for getting started.Category: Client ResourcesPrevious Post: « Long-Awaited Stimulus Money On the Way for 2020 Taxes Filers – Daily Flash BriefingNext Post: Market Recap Week of 5/24/2021 Through 5/28/2021 – Daily Flash Briefing »