Files
August 12, 2025

Account statements for the household

Balances, fees, and the phone number in the footer, in one vault instead of four logins.

Household document paperwork
<p>Account statements are how a household sees balances, fees, and the phone number printed in the footer. One vault per household beats four logins nobody else was given.</p><p>Upload what you already receive:</p><ul><li>Bank and credit statements</li><li>Brokerage and retirement confirmations</li><li>HSA or 401(k) quarterly pages</li></ul><p>Each file should carry the person on the account and the institution number from that page. If a beneficiary line is on the statement, keep that page too.</p><p>A flag means the file looks incomplete or stale. It is not an audit opinion.</p><p>You can ask what you are paying in fees across the files you uploaded. The answer names the pages. It will not tell you to move money. Rixons never moves money.</p><p>This is storage and extraction you approve. It is not investment advice.</p>