CBA Vault
Finance
Free · Designed for iPad. Not verified for macOS.
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.
Ratings & Reviews
- This app has not received enough ratings or reviews to display an overview.
Multi device sessions now supported
You can now stay logged in across multiple devices at the same time including desktop, laptop, tablet, and mobile. Move between devices without interruption.
The developer, FutureVault Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
- Identifiers
- Diagnostics
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Contact Info
- Contacts
- User Content
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Provider
- FutureVault Inc.
- Size
- 35.6 MB
- Category
- Finance
- Compatibility
Requires iOS 15.1 or later.
- iPhone
Requires iOS 15.1 or later. - iPad
Requires iPadOS 15.1 or later. - iPod touch
Requires iOS 15.1 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2026 Futurevault Inc.