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title: Downloading Documents
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### Downloading (and sharing) documents

Downloading and sharing documents lets you save or send files from Wealth Access.

#### Use-cases for downloading and sharing

- Download documents for offline use
- Share files securely with others
- Maintain control over document access

#### How it works

Sharing options depend on document type and firm settings.

#### How to download a document

1. Select **Documents**
2. Open the **Document Vault**
3. Select the document
4. Choose **Download**

The file will save to your device.

#### How to share a document

1. Open the document in the **Document Vault**
2. Select **Share** (if available)
3. Choose how you want to share the file

Sharing options may vary based on document type.

## 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?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)

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