The Documents panel lets you upload and store documents related to your client for reference.
From the Dashboard, scroll to the Documents section to see all documents associated to your contacts.
To add documents from the Agenda tab:
- From the Home page, click the Contacts
- Select the client by clicking the “i” info icon next to a contact
- Click the Agenda
- Click the plus (+) icon in the Documents panel to create a new document associated with that specific contact.
Additional Information
- To find out more about documents, see the Advisor Portal Users’ Guide.
Note
- This is not a facility for submitting documents to IBKR for processing.