Advisor Document Storage

Document storage for advisors

Advisors can also create their own "My Documents" folder structure and upload documents they need to share with the compliance team.


How to access Advisor Documents as an Advisor

  1. Select Documents from the navigation toolbar.
  2. Select My Documents from the drop-down list.
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Create Your Folder Structure and Upload Documents

  1. Select "Add New Folder" to create a new folder structure.
  2. Use the (+) icon to create a subfolder
  3. Use the edit icon to make any changes
  4. Drag and drop documents to the dotted area, or click to browse
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