Comprehensive Organization
18+ Pre-Built Security Templates
From banking and retirement accounts to crypto recovery seed phrases and passport files, every template includes sensitive field masking, one-tap copy, and file attachment support.
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WHERE ARE THESE IN THE COVAULT APP?
In the CoVault app, US Treasury & Bonds, Retirement 401(k) / IRA, Cryptocurrency Seeds, and Mutual Funds are located inside the "Investment" category!
👉 Tap + (Add Item) → Tap "Investment" (📈 PRO) → A bottom sheet appears with US Investments (US Treasury, 401k, IRA, HSA), India Investments (Mutual Funds, NPS, PPF, FD), and Global Investments (Crypto, Stocks, Real Estate).
US Treasury & Bonds
Found in App: + > Investment > US Treasury. I-Bonds, T-Bills, face value, interest rate & maturity schedule.
Retirement (401k / IRA)
Found in App: + > Investment > 401(k) or IRA. Custodian, employer match %, maturity date & portal logins.
Crypto Wallets & Seeds
Found in App: + > Investment > Cryptocurrency. Public addresses, memo tags & encrypted recovery seed phrases.
Mutual Funds & Demat
Found in App: + > Investment > Mutual Fund. AMC fund house, folio numbers, scheme names & portal logins.
Stocks & Demat
Found in App: + > Investment > Stocks & Demat. Broker platform, Demat ID, DP ID & web portal credentials.
Health Savings Account (HSA)
Found in App: + > Investment > HSA. Custodian, linked health plan & online portal username/password.
Bank Accounts
Found in App: + > Bank Account. Account numbers, routing, web portal credentials & debit card PIN masking.
Credit & Debit Cards
Found in App: + > Credit Card. Card numbers, expiry, CVV & ATM PIN masking with instant copy.
Insurance Policies
Found in App: + > Insurance. Health, auto & life policies, member IDs, renewal dates & coverage notes.
Passports & National IDs
Found in App: + > Identity. ID numbers, issuing dates, nationality & encrypted photo attachments.
Real Estate & Properties
Found in App: + > House / Real Estate. Property address, purchase price, mortgage loan & rental data.
Vehicles & Registrations
Found in App: + > Vehicle. Make, model, VIN, policy numbers & registration expiry dates.
Portal & Web Credentials
Found in App: + > Portal/Login. Logins, URLs, 2FA security questions & recovery email/phones.
Custom Templates
Found in App: + > Custom. Build tailor-made records with user-defined sensitive field masks.