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      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.
      CCOAccesstoAdvisorDocumentsimage1Apr302020
      2.  Click on the Advisor's Name
      3.  Click "View User Documents"
      CCOAccesstoAdvisorDocumentsimage2Apr302020

      CCOAccesstoAdvisorDocumentsimage3Apr302020