With WealthSafe, you can keep all your important paperwork securely in one place. It’s an ‘online ﬁling cabinet’ where every paper is in order, easily searchable, deadlock secure and easily accessible. Protected by ultra-secure technology, all your documents are available to you, wherever you are – you can even upload personal documents on the move.
This intuitive cloud solution will enhance your relationship with your Wellesley adviser, as WealthSafe allows you to instantly share documents with each other in a secure environment. It will also assist you with intergenerational planning, helping you to keep documents and memorabilia safe for future generations.
If you are an existing WealthSafe user, you can login using the link below, alternatively if you wish to sign up to Wealthsafe you can do so easily by clicking the register button.
All data submitted to the Document Portal is stored within our application servers in UK based datacentres owned by UKFast. For more information, please visit – https://www.mywealthcloud.com/privacy-policy/