Fiduciary Vault

The Fiduciary Vault is a secure, encrypted virtual portal where our clients can quickly access plan documents, reviews  and other vital plan information.

Our clients also have the capability of posting documents to their vault (e.g., the participant fee disclosure), which will allow you to make this your go to source for your plan.


Fiduciary_Vault


About WFG Behavioral Finance Plan Design Investments Fiduciary Education