Welcome Current Clients

Log in now to access your financial information or upload your documents.
For more information including the benefits,
security details, and more, see below.

Benefits

  • Access meeting packets, quarterly performance data and correspondence from Foster & Motley
  • View financial documents that you have provided to us in the past, like tax returns, insurance policies, and estate planning documents.
  • Securely deliver documents to us instantly by uploading them to the Vault.
  • Authorize us to share your documents with others, like your accountant, loan officer, or even family.
  • Never be without the documents you want and need. Log in to the Vault from any device with an internet connection.

Security

  • The Client Vault, hosted by NetDocuments, provides bank level security, with network security architected by LexisNexis and federally regulated commercial banks.
  • Documents are fully encrypted so that no one can ever read your documents while they are transferring via the internet.
  • Your documents can only be viewed by you, Foster & Motley, and anyone with whom you allow us to share your documents.

Mobility

If you have the internet, you have access to your Client Vault. Login through the Foster & Motley website from your PC, Mac, tablet, or smartphone and read your documents as soon as they are delivered to you.

Easily upload and download documents or send them via email.

Using the free NetDocuments app for the iPad and iPhone, you can login directly to the Vault without navigating to our website.