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
- Select Documents
- Open the Document Vault
- Select the document
- Choose Download
The file will save to your device.
How to share a document
- Open the document in the Document Vault
- Select Share (if available)
- Choose how you want to share the file
Sharing options may vary based on document type.
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.