Organizing

Your own personal website

Each Evident Financial client receives their own personal website. Your secure and private website allows you to link all your financial accounts - from checking and savings accounts to your investment accounts to your mortgage, loans, and credit cards. You can see a complete picture of your net worth in one safe place and you can include as many or as few of your accounts as you like.

Evident Financial's highest priority is keeping your financial data safe and secure. For this reason, we use Fidelity Investments to host and support your personal website. 


Your Own Storage Vault

Within your personal website, you have the ability to store, organize, and share digital copies of your important documents and information in one safe place. Think of it as your private online vault that helps prepare you and your family for major life events. The people you care about will have the information they need right when they need it the most.

You can store copies of anything important to you - deeds, insurance policies, car titles, passports, bank account numbers, passwords, estate planning documents, and more.

Prepare

Use our checklists to identify your financial accounts and important documents you want added to your website.

Store

With our help, securely upload copies of your family's important documents.

Share

The information your family needs is accessible after you've passed.