Written for clients. Firms can share this link.
1. From an email request (no sign-in needed)
If your adviser emailed you a request with an Upload documents button or a secure upload link, click it, then drag your files into the window or choose them from your device. You don't need to sign in.
2. In your portal
Sign in and open your portal.
Click Documents (or the folder your adviser asked you to use).
Click +, then Upload file, and choose your files. You can also click New folder to keep things organised, if your access allows it.
3. In a form or workflow
If a form or workflow step contains an upload box, add your files there and complete the step.
Can't see the + button? You may have read-only access. Ask your adviser.