All Collections
Client Portal
How to share documents with your adviser
How to share documents with your adviser

This is a guideline on how to add documents

Claudia Santos avatar
Written by Claudia Santos
Updated over a week ago

The documents section allows you to upload information and share it with your adviser in real-time.

With this tool, you can create folders that contain videos, pdfs, excel files, images, etc., and there are no size limits.

  1. Click on the Documents tab on the left

2. To create a folder/s, click on Create folder and choose a name for the folder

3. Verify that the folder has successfully been created

4. Upload documents by clicking on Add new document, or drag and drop documents

5. Your adviser will receive a notification that you shared a document/s.

If you require any further assistance, contact your Adviser by accessing Messages.

Did this answer your question?