---
title: Advisor Shared Documents
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## 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

1. Select **Documents** from the left-hand navigation
2. Open the **Document Vault**
3. Locate the document shared by your advisor

Documents may also appear within specific accounts if they are tied to one 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?hsLang=en)

### 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)

### 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)

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