How to Share Documents with Your Financial Advisor

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

Through the 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 selected yes, they'll be able to view your progress and documents through their Advisor dashboard.

Utilizing the Shared Access Feature

The Shared Access feature offers an alternative method to share your documents with your financial advisor. Learn more: How to Share Your Documents

 

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