Document help
Access your document request
If your broker has requested documents through FinanceVault, open the personal invitation in your email to get started.
1. Find your invitation
Look for the document request sent by your broker, including in your junk folder. Your invitation contains your personal access link.
2. Follow the FinanceVault prompts
Use the link you received to set up access or sign in, then provide the documents listed in your request. Keep your invitation and password private.
3. Keep your broker informed
Your broker reviews the documents and lets you know if anything else is needed. If you need to replace or update a file, ask your broker which request to use.
Missing or expired invitation?
Contact Chorus to confirm the request and arrange help with access. Please do not send financial documents, passwords or invitation links through our enquiry form or messages.
This page provides help only; documents are uploaded through your personal FinanceVault request. Learn about the invitation process on the FinanceVault website.