Partner help centre

  1. Wealth Portal
  2. Documents

Documents

eSignatures

  • How do I upload a document/s for digital signing?
  • How do I request e-signatures from clients who share an email address
  • How do I send a document to a client to read and accept, without requesting a signature?
  • How do I delete a document sent for signing?
  • How do I view outstanding e-signature requests?
  • How do I download a copy of the evidence summary?
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Documents

  • How do I know who uploaded a document in the portal?
  • How do I Upload Documents for a Client or Entity?
  • How do I view/download or sync a recently uploaded document?
  • How to delete a document
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