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.
2.  Click on the Advisor's Name
3.  Click "View User Documents"