Our goal is to make daily tasks easier for our advisors. Rather than emailing documents, you can quickly upload them to our Document Upload section on the Hub.
From the Hub homepage simply click Document Upload link. 
Adding documents is easy. Simply complete the short form and then click the button below. Search for the completed, signed file on your computer. The documents will be uploaded for processing.
Examples of what you should upload and the corresponding category:
Investment Operations
Client Services Agreement (CSA)
Client Investment Guidelines (CIG)
Custodial LPOAs
Custodial Paperwork
Account Opening Documents
Money movement
Custodial Servicing forms
Transfer forms with statements
Broker Dealer Paperwork
New Account Forms
New Investment Purchase Forms
Compliance Requests
Articles and blogs for review
Event/seminar reviews
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