V
Vaultify PMC Admin
— Storage Account Management
➕ Create Storage Account
💰 Billing & Pro-Rata
📋 All Accounts
Step 1 — Client Account
×
Search by Email
Search
— or create a new client —
Full Name
Email
Mobile Phone
Handle (sqoot.me/...)
Create New Client
Step 2 — Vault Entry
Fulfillment Type
🏛️ Vault Storage
📦 Ship / Physical Delivery
Source
Entry Type
Manual Entry (IDS forms signed, adding holding)
Convert Purchase Order → Vault
Product / SKU
— Select —
1 oz Gold Bar
100 gm Gold Bar
1 kg Gold Bar
2026 Australian Gold Kangaroo
1 oz American Gold Eagle
1/2 oz American Gold Eagle
1/4 oz American Gold Eagle
1/10 oz American Gold Eagle
Quantity
Total Weight (oz)
Cost Paid (total $)
Vault Location
IDS DFW — Dallas, TX
Vaultify HOU — Sugar Land, TX
Date Received / Acquired
📦 Shipping Address
Recipient Name
Street Address
City
State
ZIP
Carrier / Insured Shipping
Parcel Pro (IDS insured)
FedEx Insured
UPS Insured
Brinks
Other / TBD
Tracking Number (optional)
Order Number
Look Up
Notes
Step 3 — Storage Billing Setup
Physical Delivery
— No storage billing will be created. The metal will be shipped to the client's address. Record the order for tracking purposes.
Shipping Fee Charged ($)
Estimated Ship Date
Internal Notes
📦 Save Shipping Order
Annual Rate (%)
Billing Cycle
Quarterly
Semi-Annual
Annual
Billing Start Date
Minimum Period Fee ($)
📊 Billing Preview
Vault Value (cost basis)
—
Annual Rate
—
Period Fee (
Quarterly
)
—
Minimum Fee
—
Fee Charged
—
Next Bill Date
—
First Period (pro-rated days)
—
Save Storage Account
Pro-Rata Calculator — Early Redemption / Delivery
Use this when a client redeems or takes delivery before their billing period ends. Charges only the days the metal was in vault.
Period Start Date
Redemption / Delivery Date
Vault Value at Redemption ($)
Billing Cycle
Quarterly (90 days)
Semi-Annual (180 days)
Annual (365 days)
Annual Rate (%)
Minimum Fee ($)
📊 Pro-Rata Result
Period Start
—
Redemption Date
—
Days in Vault
—
Period Length
—
Full Period Fee
—
Pro-Rata Factor
—
Pro-Rated Fee
—
Fee to Charge Client
—
Print / Save Calculation
Upcoming Storage Fees
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Storage Accounts
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