CBA Vault

Finance

Free · Designed for iPad

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.

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- Added iOS 26 Support - Added Recent Documents Tab

Version 5.31.0

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

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

  • Seller
    • FutureVault Inc.
  • Size
    • 37.5 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.
  • Languages
    • English
  • Age Rating
    4+
  • Copyright
    • © 2025 Futurevault Inc.
  • Privacy Policy

    • More by FutureVault Inc.

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