FidSafe®: Free, secure cloud storage for your critical documents

There's no substitute for being prepared. Of course, access to your own critical information is not only important in an emergency, but in the event that something happens to you, a digital backup of essential documents that's accessible to those you trust ensures that everyone will have the information they need—when they need it.

That's where FidSafe® can help. FidSafe is a free online service that you use to store, organize, and share digital copies of your financial, legal, and other personal documents. So come what may, you'll be organized and ready.

Why FidSafe?

  • Same rigorous security standards as a Fidelity customer account
  • Ability to grant different people access to documents relevant only to them
  • Mobile access from the FidSafe iOS app

When should I use FidSafe?

When renting or buying a home

Real estate transactions require a lot of paper. Here are some essentials to upload and share when necessary.


  • Rental contracts
  • Mortgage agreements
  • Tax returns

When you graduate or move away from home

In busy times like this, important documents can be easy to misplace.


  • Birth certificate
  • Social security card
  • Diplomas

When talking with aging parents or experiencing family changes

Situations arise unexpectedly and it's a good idea to proactively seek and organize certain documents before they're needed.


  • Health care proxies
  • List of assets
  • Adoptions papers

Interested?