Uploading Documents

Select your device from below and follow the steps.

From many places within your wealth portal, you can upload files to keep track of your important financial documents.

Wherever you upload documents from, they can always be found within the Docs section of your wealth portal – the central home for all documents.

The document storage system supports the following common file formats:

– Office documents: .doc, .docx, .xls, .xlsx, .ppt, .pptx, .pdf

– Images: .jpg, .gif, .png

– compressed archives: .zip