Box Secure Document Vault

SECURE DOCUMENT VAULT

New Capital has moved away from attaching files and documents that contain sensitive client information in email. We have replaced this method with the more secure alternative of a shared online folder provided by the company “Box”, a highly regarded and secure technology. All of our clients will be required to establish a Box account so that we can securely exchange files with you. We recommend that you establish your Box account now so that if we need to provide you with a file you are ready to receive it.

To establish a Box account:

  1. Go to the Box website

  2. Complete the information fields to register for a Box account.

  3. Notify Jaycee of Box account registration and provide her with the email used to sign up so she may share your New Capital "ClientShare" folder with you. jsmalley@newcapitalmgmt.com or 713-388-6322


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