CCO Access to Advisor Documents

How to access and upload documents for advisors as a CCO

CCOs and Compliance users can now share documents with specific advisors using our new advisor document storage.


How to view Advisor Documents as a CCO and Compliance user:

1.  Hover over your initial icon and select Settings and click the User Management tab.
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2.  Click on the Advisor's Name
3.  Click "View User Documents"
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