FAQ
About the Digital Vault
Absolutely. Every document you place in your Digital Vault is protected by the encryption standard adopted by the U.S. Government. All documents are sent over the Internet using Secure Sockets (HTTPS, 256-bit encryption for modern browsers and 128-bit encryption for older browsers).

For added security, you have the ability to assign separate passphrases to each document in your Digital Vault. Members of your Family Office can also be given selective access to the documents in your Vault, ensuring that they see only what you want.

The latest version of Java must be installed on your machine in order to be able to securely transfer your documents to and from the Digital Vault. Please visit www.java.com/verify to make sure that you are using the latest version of Java available for your computer. 

Download the latest version of Java by going to Java.com
****Note to Microsoft Windows users****
Please be sure to only have one instance of Java installed.  We have seen multiple instances of installed Java cause issues with user experience when Downloading or Uploading files into the Digital Vault.  You can verify this going to Windows "Control Panel" and opening "Programs & Features" application.
Each day, Summitas conducts a complete backup of the Summitas Digital Vault and all other content, and stores the information in multiple, highly secure locations. Summitas disk storage is redundant and recoverable without loss-of-service.
From your Digital Vault, select the Miscellaneous Documents folder. Click the "Add Document" icon at the top of the page. From there, click the "Browse" button and choose the document you want to add to your Digital Vault. Fill out the required fields and click the "Upload" button.
From your Digital Vault, select the Miscellaenous Documents folder.  Then click the "Add Multiple" icon at the top of the page. From there, click the "Browse" button and choose the folder that contains the documents you want. Click the "Next Step" button. Select the documents you want to upload. Click the "Next Step" button. Fill out the required fields and click the "Upload" button.
Click on the document title and select "Upload." Now click the "Browse" button, choose the document to upload, fill in the required fields, and click the "Upload" button.
Click on the document title and select "Download." Now click the "Browse" button, choose the destination folder, fill in the required fields, and click the "Download" button.
Click on the document title and select "History" from the pulldown menu. In the Revision History list, check the box with the title of the document version you want to download. Now click the icon, choose the destination folder, fill in the required fields, and click the "Download" button.
Any document on your computer can be securely stored in your Digital Vault, including word processing documents, presentations, spreadsheets, and photos.
You can store as much information as you like
About the Virtual Family Office
Click on the blue "My Offices" button in the top left corner of any page. All of the Virtual Offices in which you’re a member will be displayed. Select the Office you want to visit.
About My Account and Billing
  1. Go to My Account by clicking on "My Account" at top of page.
  2. Under the "Profile" tab, click "EDIT" to the right of Password.
  3. Enter your new password in the New Password and Confirm Password fields.
  4. Click "Save" to save your changes.