Personal document uploads
Personal document uploads allow you to add your own files to Wealth Access.
How you can use Personal document uploads
- Securely store important financial or personal documents
- Securely share files with your advisor
- Keep external documents organized
How it works
Uploaded documents remain private unless you choose to share them.
- Select Documents from the left-hand navigation
- Open the Document Vault
- Select Upload
- Choose the file from your device
After uploading, the document will appear in your vault.
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.