Client Portal - Documents

Click the "Documents" tab on the left, and you'll see 2 submenus - "Shared Documents" and "My Personal Documents". Under "Shared Documents" you can upload documents for your adviser, and they can upload documents for you, whereas uploads "My Personal Documents" will not be accessible to your adviser. 

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.