- Log in to your account.
- Click on the “My Documents” tab located on the left-hand side of the panel.
- Inside your “My Documents” page, select the “Client Documents” tab.
- To upload a file, choose the file you want to upload and drag it to the “Drop Files” area on the page
- After dragging the selected file, a pop-up will appear. Fill out each field, particularly the tags, to notify your assigned advisor of the upload.
- Click “Submit“.
- Once you’ve clicked “Submit,” the uploaded file should now be visible on the dashboard.
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