Advisor-shared documents
Advisor-shared documents are files your advisor provides to support your financial planning.
How you can use Advisor-shared documents
- Review documents shared by your advisor
- Access plans, reports, or recommendations
- Keep advisor materials organized
How it works
- Select Documents from the left-hand navigation
- Open the Document Vault
- Locate the document shared by your advisor
Documents may also appear within specific accounts if they are tied to one account.
All Documents Articles
Statements
Account documents that summarize activity, balances, and holdings for a specific time period.
Advisor Shared Documents
Files advisors provide to support financial planning.
Personal Document Uploads
Allows clients to add personal files to Wealth Access.
Downloading Documents
Save or send files from Wealth Access.