CBA Vault

By accessing your personal CBA Vault, you can easily (and securely) access, store, share, and manage your personal, financial, and business documents on the go, 24/7.

Your personal Vault will allow you to receive and share critical documents and information securely with the Coastal Bridge Advisors team, giving you the peace of mind you deserve.

Powered by FutureVault, the Coastal Bridge Advisors Vault offers bank-grade security with end-to-end encryption, multi-factor and biometric authentication, and a proprietary security layer to protect your most important information, data, and documents.

Key benefits of the mobile app include the ability to: • Access your information and documents on the go, 24/7. • Upload documents on the go using your camera as a scanner. • Download documents securely from the Vault. • Manage documents across multiple entities and family members. • Securely share your documents with your Trusted Collaborators. • Review your reminders and notifications.

Note: To log in to the app, you must be a Coastal Bridge Advisors client, collaborator or user with an active account.