---
title: Account Level Documents
---

[Skip to content](https://content.wealthaccess.com/account-level-documents#main-content)

[![](https://content.wealthaccess.com/hs-fs/hubfs/wealthaccess-strapline-logo-landscape-darkgreen150ppi.png?width=2052&height=285&name=wealthaccess-strapline-logo-landscape-darkgreen150ppi.png)](https://wealthaccess.com)

- Solutions
  
  Show submenu for Solutions 
  
    - Who We Serve
      
      Show submenu for Who We Serve 
      
          - [Wealth Leaders](https://www.wealthaccess.com/solutions/wealth-leaders/)
          - [Technology Leaders](https://www.wealthaccess.com/solutions/technology-leaders/)
    - How We Help
      
      Show submenu for How We Help 
      
          - [Data Unification](https://www.wealthaccess.com/solutions/data-unification/)
          - [Modern Client Experience](https://www.wealthaccess.com/solutions/client-experience/)
          - [Connected Intelligence](https://www.wealthaccess.com/solutions/connected-intelligence/)
- Platform
  
  Show submenu for Platform 
  
    - [Features](https://www.wealthaccess.com/platform-features/)
    - [Integrations & Deployment](https://www.wealthaccess.com/integrations-deployment/)
- Results
  
  Show submenu for Results 
  
    - [Case Studies](https://www.wealthaccess.com/case-studies/)
    - [Client Testimonials](https://www.wealthaccess.com/client-testimonials/)
- Resources
  
  Show submenu for Resources 
  
    - [The Connected View Blog](https://www.wealthaccess.com/blog/)
- Company
  
  Show submenu for Company 
  
    - About Us
    - News
    - Contact Us

Open main navigation

Close main navigation

- Solutions
  
  Show submenu for Solutions 
  
    - Who We Serve
      
      Show submenu for Who We Serve 
      
          - [Wealth Leaders](https://www.wealthaccess.com/solutions/wealth-leaders/)
          - [Technology Leaders](https://www.wealthaccess.com/solutions/technology-leaders/)
    - How We Help
      
      Show submenu for How We Help 
      
          - [Data Unification](https://www.wealthaccess.com/solutions/data-unification/)
          - [Modern Client Experience](https://www.wealthaccess.com/solutions/client-experience/)
          - [Connected Intelligence](https://www.wealthaccess.com/solutions/connected-intelligence/)
- Platform
  
  Show submenu for Platform 
  
    - [Features](https://www.wealthaccess.com/platform-features/)
    - [Integrations & Deployment](https://www.wealthaccess.com/integrations-deployment/)
- Results
  
  Show submenu for Results 
  
    - [Case Studies](https://www.wealthaccess.com/case-studies/)
    - [Client Testimonials](https://www.wealthaccess.com/client-testimonials/)
- Resources
  
  Show submenu for Resources 
  
    - [The Connected View Blog](https://www.wealthaccess.com/blog/)
- Company
  
  Show submenu for Company 
  
    - About Us
    - News
    - Contact Us
- [Request Demo](https://www.wealthaccess.com/request-demo/)

[Request Demo](https://www.wealthaccess.com/request-demo/)

[Back to Knowledge Base](https://info.wealthaccess.com/knowledge-base?hsLang=en)

## Account-level documents

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.

## All Documents Articles

### Account Level Documents

Statements and files tied to a specific account in Wealth Access.

[Read more](https://content.wealthaccess.com/account-level-documents)

### Document Vault

A secure place to store, view, and manage financial documents in Wealth Access.

[Read more](https://content.wealthaccess.com/document-vault?hsLang=en)

### Reports

Official summaries of your accounts and financial activity.

[Read more](https://content.wealthaccess.com/document-reports?hsLang=en)

### Statements

Account documents that summarize activity, balances, and holdings for a specific time period.

[Read more](https://content.wealthaccess.com/statements?hsLang=en)

### Advisor Shared Documents

Files advisors provide to support financial planning.

[Read more](https://content.wealthaccess.com/advisor-shared-documents?hsLang=en)

### Personal Document Uploads

Allows clients to add personal files to Wealth Access.

[Read more](https://content.wealthaccess.com/personal-document-uploads?hsLang=en)

### Downloading Documents

Save or send files from Wealth Access.

[Read more](https://content.wealthaccess.com/downloading-documents?hsLang=en)

[linkedin-in icon](https://www.linkedin.com/company/wealth-access/) [youtube icon](https://www.youtube.com/channel/UC1UbjL2RqJ2KbC_6yzWvdUg)

[![wealthaccess-strapline-logo-landscape-yellow150ppi-1](https://content.wealthaccess.com/hs-fs/hubfs/wealthaccess-strapline-logo-landscape-yellow150ppi-1.png?width=2052&height=285&name=wealthaccess-strapline-logo-landscape-yellow150ppi-1.png "wealthaccess-strapline-logo-landscape-yellow150ppi-1")](http://wealthaccess.com)

---

Contact:         

Sales: (866) 612-0324Service: (866) 599-8889                                                                                  © 2026 Wealth Access. All rights reserved.

**  [Privacy policy](https://www.wealthaccess.com/privacy-policy/)    [Cookie Settings ](https://www.wealthaccess.com/solutions/connected-intelligence/#)**