Within each client's Vault, you will find two subfolders available to you. The first of these is the Shared Folder:
The Shared folder is where you and your clients can share documents and other files with one another. This folder is accessible when viewing the plan from the advisor perspective, as well as from the client perspective. Any files uploaded here will be seen by both you and the client.
Any files that are uploaded by you as the advisor will have their file icon marked with an "A". This allows you to easily differentiate advisor-uploaded files from client-uploaded files:
Important Note: File Size
While there is no limit on the total number of files you and your clients can load into the Vault, please note that individual files must be under 25 MB in size.
You can access the Shared Folder for a client both within the Vault tab of their individual client plan (see above screenshot), or within the Advisor Portal Vault. This area provides quick and easy access to the Shared Folders for all of your client households:
