Create "items" in each category to store documents, key information and contact details that represent anything important, including:

• Finance: 

  • a bank or investment account

  • a mortgage or other loan

• Property

  • your home

  • a car or other vehicle

  • valuables, such as a musical instrument, art, or jewellery 

• Taxes

  • past income tax filings or past years

  • the current year income tax filing

  • property taxes for your home

• Insurance:

  • any insurance policy - health, life, home owners, auto, gap, long term care, travel, disability, umbrella, etc. 

• Health

  • Medical history and allergies

  • medication lists

  • vaccination records

• Estate

  • Your will

  • Power of attorney

  • Medical directive

Link items that you've created to relevant family members and other related items. For example, link can your primary residence to your home owners insurance, property taxes, and your mortgage or your health history to your health insurance. 

Creating a new item with only a containing a title will appear in your "Incomplete Items" list in your dashboard so that you can keep track of what you need to do.  They are removed from the list when you add any additional information or files. 

Data security is paramount for Stronghold. Your data is encrypted at rest and in transit on Stronghold. That means that your data is encrypted while it is stored in Stronghold and when it is being uploaded or downloaded to and from Stronghold. We use 256-bit AES encryption, which is the standard used by many financial institutions. 

We also require strong passwords containing no less than 12 characters. It important that you don't use a password that you use for other services or websites. We suggest using a password manager to create strong passwords and to change your password to Stronghold from time to time. This is just the beginning for Stronghold as 2 factor authentication is on our roadmap along with additional security measures. 

To learn more about security on Stronghold, see our Security page.

In the item summary select the file menu for the file you would like to share (three dots on the file) and select "copy link". The link to the file will be copied to your clipboard. 

Anyone you share the link with will have access to view and download the file for 24 hours so only share the link with people you trust. 

If you share the link with someone by mistake, you can deactivate the link by deleting the relevant file in your Stronghold, but if you do this, remember to  download a copy of the file first so that you can replace the file in your Stronghold it afterwards (the link will no give access to the replacement file).

Please email support@mystronghold.co with any questions.

In the item summary view, locate the item that you would like to download or view. Select the file menu (the three dots on the file) and select "download" to download or "open" to view. Selecting "open" will open a new tab in your browser to view the file. You can also view the file by double clicking (or double tapping if on your mobile) to view the file. While viewing the file, you'll also have the option to download it by selecting the download icon. 

Please note that Stronghold only supports viewing images and PDF files right now.  Give us feedback to let us know what other file types we should support!  

Add and manage collaborators in the settings menu in the top right of your dashboard where you see your name (or your initials if you've logged in on your phone). 

Collaborators have the same access as the account owner to view, add, and delete the details of any of the items in the account owner's stronghold. Collaborators cannot add or remove other collaborators and cannot change the account owner's access to their Stronghold. Only add collaborators you know and trust.  All collaborators must have a free Stronghold account.

See our Collaborators Guide for more information or email support@mystronghold.co with any questions.    

 Adding a collaborator to your Stronghold gives full access to view, add, delete, and share all of the information in your Stronghold so only give access to someone you trust. See our Collaborators guide for more information. 

Collaborators cannot change account settings, add or remove other collaborators or change the account owner's access. Learn more about collaboration in our Getting Started with your Dashboard.

The pre-set categories in the dashboard and the workflows to create a new item make it easier for you to guide an aging parent through the process of gathering and organizing essential documents and information. 

Each item you create in each category has information to complete or note fields where you or your parent can add key information that you can access quickly in the item summary. This saves you from reviewing documents or logging into other online accounts or apps.

If you are added as a collaborator on their Stronghold, you can create new "incomplete items" for your parents to complete. You do this by creating a new item with only the title completed. These will show up in your parents' dashboard as incomplete so they are easier to access. 

With Stronghold's pre-set categories, structure and flexibility, essential documents and information will be easier to find and maintain. 

In the item summary view, select the "Edit Item" button. To delete individual files, tap or click on the "X" next to each file indicated under the Browse Files button.  

The invitations may be going to spam. Please check your spam folder and add no-reply@mystronghold.co to your contacts. If the invitation is not in spam, please contact us a support@mystronghold.co.  

Watch our short video guide (less and 1 minute) or follow the steps below to take a photo of your ID through Stronghold on your phone to upload it directly into your Family section.  

• Step 1: Using the browser on your phone, login to Stronghold.

• Step 2: In your family category, select a family member and add a new ID document or edit an existing one.

• Step 3: tap "Browse Files" and select "Take a Photo or Video". This will open your camera app.

• Step 4: take a photo of the ID document and tap "use photo" to upload.

You can add photos to items you create any category. For example, you can upload photos to items you create in the Property category to document the condition of your property for insurance purposes. 

Incomplete Item List -  create "incomplete items" that appear on your dashboard as reminders.

For example, you can add a new item in the Health category with the title "Medication List". If no other information or files are added, the item will appear in the Incomplete Items list in the dashboard. You can then check the Incomplete Items list later and insert the relevant information, documents, and contact details. 

1. Add one or more new items and only complete the title for each.

2. Check the Incomplete Items list in the dashboard to see what items need to be completed.  

3. Once you add any information or files to an incomplete item, it will be removed from the list. 

Access family member information quickly - each family member has a profile where users can easily access each family member’s ID documents and details or find all of the items that link to that family member (for example, their property, insurance, and health files). 

When you set up a new item in any category, link each item to the relevant family member(s). When you want to find all of the items that relate to a particular family member, go to the Family category and select the family member to see their "linked items".