Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

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  • About Us
    • Our Story
    • Our Team
    • Our Clients
    • Legal and Compliance
    • Part 3 Form CRS
    • Relationship Disclosure Information
  • What We Do
    • Investment Management
    • Wealth Planning
    • Tax Planning and Preparation
    • Private Wealth Services-U.S.
    • Private Wealth Services-Canada
    • Cross Border Wealth Management, Financial and Tax Planning Advisor
    • Business Management for Athletes
  • Cross-Border Services
    • Cross Border Wealth Management, Financial and Tax Planning Advisor
    • U.S. citizens living in Canada
    • Moving to Canada from the U.S.
    • Canadians Living in the U.S.
    • Moving to the U.S. from Canada
    • Expatriates Living Abroad
  • Blog
  • About Us
    • Our Story
    • Our Team
    • Our Clients
    • Legal and Compliance
    • Part 3 Form CRS
    • Relationship Disclosure Information
  • What We Do
    • Investment Management
    • Wealth Planning
    • Tax Planning and Preparation
    • Private Wealth Services-U.S.
    • Private Wealth Services-Canada
    • Cross Border Wealth Management, Financial and Tax Planning Advisor
    • Business Management for Athletes
  • Cross-Border Services
    • Cross Border Wealth Management, Financial and Tax Planning Advisor
    • U.S. citizens living in Canada
    • Moving to Canada from the U.S.
    • Canadians Living in the U.S.
    • Moving to the U.S. from Canada
    • Expatriates Living Abroad
  • Blog

Smart Vault

Welcome To Our Client Portal Smart Vault

smart-vault-logo Smart Vault: At Cardinal Point, we provide our clients with a secure Client Portal that makes it easy to access, view, manage and securely share your tax documents, anytime and from any web browser or mobile device.

With Our Client Portal, You Can:

  • Directly upload all your tax documents into your secure Source Documents folder
  • View your tax returns online or download them in PDF format
  • Electronically sign your e-file authorization forms
  • Store your tax returns in one secure location for easy retrieval
  • Receive email notifications when your returns are ready for review and filing
  • Avoid the risk of transmitting your confidential information over email

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DO NOT Email Your Tax Documents
With our secure Client Portal, you DO NOT need to email your tax documents to us or worry about password-protecting your tax documents. Instead, simply follow the instructions below to upload your tax documents into the Source Documents folder in your portal.

DO NOT Send Us an E-mail After Uploading
Once you have uploaded your documents, we will receive an automatic notification that your documents are available in the Source Documents folder.

How To Activate Your Client Portal and Create a User ID
You will receive an email from Smart Vault mail notify@my.smartvault.com inviting you to create an account. Open the email and click on the link in it to create your account and your own password. Please save your user ID (email address) and password because we do not have access to this information.

How To Upload Your Documents
You can upload documents to your Client Portal in a few clicks using the Browse feature or you can just drag and drop to the Upload window.

Note: The largest document that can be uploaded using the portal is 2GB.

Follow these simple steps to upload your documents:

  1. Sign in to your client portal.
  2. Click the Source Documents folder for the tax year want to upload the document to.
  3. Click the Upload File button.
  4. Drag and drop files to the Upload window or click Browse to find the file to upload.
  5. Once the progress bar completes, close the Upload window.

How We Help

  • Cross-Border Financial & Tax Planning
  • Americans Living in Canada
  • Canadians Living in the U.S.
  • Moving to Canada from the U.S.
  • Moving to the U.S. from Canada
  • Expatriates Living Abroad

What We Do

  • Investment Management
  • Wealth Planning
  • Tax Planning & Preparation
  • Private Wealth Services for U.S. Residents
  • Private Wealth Services for Canadian Residents
  • Cross-Border Financial & Tax Planning
  • Business Management for Athletes

Resources

  • Canadians in California
  • Canadians in Texas
  • Canadians in Florida
  • Canadians in Arizona
  • Canadian and U.S. Expat Tax Planning
  • Wealth Management for U.S. Citizens in Canada
  • Custodian Closed Your Cross-Border Investment Account?

Videos & Social Media

  • Americans in Canada: Investment Basics
  • Americans Selling Canadian Homes Face Tax Issues
  • Does it make financial sense to renounce your U.S. citizenship?
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Copyright © 2023 Cardinal Point Capital Management, ULC. All Rights Reserved.

“Cardinal Point” is the brand under which dedicated professionals within Cardinal Point Capital Management, ULC provide financial, tax and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point Capital Management, ULC is a US registered investment advisor and a registered portfolio manager in Canada (ON, QC, MB, SK, NS, NB, AB, BC). Advisory services are only offered to clients or prospective clients where Cardinal Point and its representatives are properly registered or exempt from registration. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.