How do I share my documents with a financial advisor?

At times, you may need to share documents with a financial professional. Please follow the instructions below to share your documents via our secure file upload system -   

1. Navigate to our secure file upload
2. Upload your files and provide the email address associated with your Addition Wealth login
3. That’s it! We’ll notify you when your documents have been uploaded to your account - this usually takes up to 3 business days.