Submitting Required Documents - Advisor

Make sure your required forms are scanned as one PDF per type of document.  For example, all the Photo/Liability forms are scanned together and saved as a single PDF for Photo/Liability.

1) Choose "Document Upload" on the left menu.

2) Choose the correct type of upload.

3) Choose the correct file to upload.

Article Details

Do you need to submit a ticket? Make sure it is detailed.