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Follow these steps to add documents to your client’s profile:
- Log in on your Advisor Account
- Click on Contacts on the top right of your screen to access your Contact Manager
- Pick a client you would like to work with
- Go to the Documents tab of your client card
- Click Add New and Upload your document
Go to the Overview tab of your client card to invite a client to your branded portal.
Watch a short video on how to give access to your client portal.
