Secure Document Sharing: Your EdgeRock Client Portal

Secure Document Sharing: Your EdgeRock Client Portal

Your EdgeRock Client Portal provides a secure document vault for uploading and storing your important files. This helps you stay organized and ensures your records are easily accessible.

Protecting Your Privacy

To safeguard your identity and confidential information, we ask that you upload all documents through the client portal. This method ensures your sensitive data remains protected during transmission and storage. Sending documents via email can expose your personal and financial information to potential security breaches and unauthorized access. Our client portal utilizes encryption and other security measures to keep your data safe. You can securely share tax returns, statements, legal documents, and other files directly through the portal. Just be sure to notify your advisor when you’ve added a document for their review.

Accessing and Uploading Documents

To upload and organize your documents into folders requested by your advisor, navigate to the “Documents” icon (1) located at the bottom of the far left sidebar within your client portal. Then hit the “Upload file” (2) on the top right of the page.

Additional Benefits

You’ll also find quarterly reports automatically saved in a dedicated folder within the vault (3) . We hope you find the document vault to be a valuable tool for managing your financial information securely and efficiently!

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