How can I share my documents with my Financial Advisor?

There are two different ways that your Financial Advisor can access your documents!

The first is through their Trust & Will Advisor dashboard. If you created your account by clicking the referral link sent by your Advisor, you'll be asked whether or not you'd like them to be able to view your documents. If you select yes, they'll be able to view your progress and documents through their dashboard.

The second is through the Shared Access feature. Just click "Shared Plans" at the top of the page in your account, then "Share Documents" - From there, select "Financial Advisor" from the drop-down menu, and enter their contact information. 

Was this article helpful?
0 out of 0 found this helpful