Which statement about Vault access is true?

Which statement about Vault access is true?

• A. Vault access is optional; advisors pay extra to use the Vault
• B. Vault access requires separate login credentials
• C. Access is limited to administrators only
• D. Vault access is not optional and advisors do not pay an additional fee to use the Vault

Answer: (D)

Vault access is built into the advisor experience and is included with no separate fee. This means every advisor account can use Vault as part of the standard platform tools, without paying extra or needing a separate enrollment. Vault serves as a secure place to store and share client documents within normal workflows, so it isn’t something you have to opt into or treat as an add-on. Statements suggesting Vault is optional, requires a separate login, or is restricted only to administrators don’t fit how the feature is provided in the system.

Vault access is built into the advisor experience and is included with no separate fee. This means every advisor account can use Vault as part of the standard platform tools, without paying extra or needing a separate enrollment. Vault serves as a secure place to store and share client documents within normal workflows, so it isn’t something you have to opt into or treat as an add-on. Statements suggesting Vault is optional, requires a separate login, or is restricted only to administrators don’t fit how the feature is provided in the system.