Account-level documents are statements and files tied to a specific account in Wealth Access. These documents help you review activity, balances, and reports for one account at a time.

How to view account-level documents

1. Go to Portfolio
2. Under Accounts, select the account you want to review
3. Open the account details view by clicking on the name of the account
4. In the sub-nav, select the Documents section for that account

If documents are available, they will appear there automatically.

How it works

When a statement or report is generated for an account, it can be associated with that account depending on the firm’s settings. Depending on the account type, you may see:

• Monthly or quarterly statements
• Tax forms
• Performance reports
• Advisor-shared account documents

Documents are organized under the specific account they relate to, so you can quickly find what you need without searching your full vault.

Your advisor may also upload documents directly to the account.