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Fidsafe for storing documents
Old 01-28-2017, 10:23 AM   #1
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Fidsafe for storing documents

Anyone have experience using Fidsafe? It's a cloud storage system for documents, no cost, apparently affiliated with Fidelity:

FidSafe is our easy, no-cost way to digitally store your most valuable documents. Access copies of titles, trusts, policies, and wills and then securely share with family and trusted advisors as needed.
A service of XTRAC LLC, a Fidelity Investments Company
Is it easy too use? What are the good & bad points? How does it compare to other services?

DW & I are due for a documents review this year and that seems like a good time to do the scanning & uploading. We use Fidelity for most of our accounts and plan to stay with them.


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Old 01-28-2017, 10:29 AM   #2
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I've considered it. Doesn't appear to be anything you couldn't do with Dropbox or another similar cloud service. But I would trust Fido more than most.

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Old 01-28-2017, 10:34 AM   #3
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I use FidSafe. Not sure how it compares with other services, but I like it, find it easy to use. A couple of threads that cover this and
The feature that I like is a family member also opens an account and I can designate that account to access specific documents stored in my FidSafe. This makes it much easier to ensure critical data is available to them in case of accident or unexpected event.
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Old 01-28-2017, 10:37 AM   #4
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I've been using it for a couple of years now. I find it easy to use and keep up to date. Useful for many reasons including the ability to get at it while traveling extensively.
Retired in Jan, 2010 at 55, moved to England in May 2016
Enough private pension and SS income to cover all needs
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