The Activity tab on each vault records changes to that vault — records added, edited, or removed; documents attached or replaced; recipient changes; and delivery condition updates — with timestamps tied to the user who made them.
It's designed to help you reconstruct what was done and when, which supports your documentation and audit readiness. It does not replace your firm's own supervision, archiving, or retention obligations.
Your firm remains responsible for determining when vault documents count as official books and records. See Advisor Compliance Features Overview.
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