Skip to content

Uploading Files ​

Your attorney may request supporting documents from you. This guide explains how to upload them.

What You Might Need to Upload ​

  • Government-issued ID (driver's license, passport)
  • Tax returns
  • Financial statements
  • Property deeds
  • Business documents
  • Other supporting materials

How to Upload ​

  1. Navigate to your journey or document that requests an upload
  2. Click the Upload button or drag files into the upload area
  3. Select your file
  4. Add a description if requested
  5. Click Submit

Upload Requirements ​

  • File Types: PDF, JPG, PNG, DOCX
  • File Size: Maximum 10MB per file
  • Quality: Make sure documents are clear and readable

After You Upload ​

  1. Your attorney's office receives a notification
  2. They review your document
  3. You'll be notified of the result:
    • Approved: Document accepted
    • Requires Revision: Please upload a better version
    • Rejected: Document not acceptable (see notes for reason)

Tips for Good Uploads ​

  • Ensure all pages are included
  • Make sure text is readable
  • Check that images aren't blurry
  • Name your files clearly

Your Trusted Planner Documentation