Roberts Retirement Vault

Download the Roberts Retirement Vault, an encrypted Personal Life Management Vault, on your mobile phone and/or tablet device. 

By accessing your personal Roberts Retirement Group Vault, you can easily (and securely) access, store, 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 Roberts Retirement Group team, giving you the peace of mind you deserve.

Powered by FutureVault, the Roberts Retirement Group Vault offers institutional-grade security with end-to-end encryption, multi-factor and biometric authentication, and a proprietary security layer to protect your most important information and documents.

Key benefits of the 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 Advisors.
• Review your reminders and notifications.

* Note: You need to be a Roberts Retirement Group client and have an active account to log in to the app.