📝 Note: This article assumes you are already logged into the portal. If you need assistance logging into the portal, follow the steps in our Using the Client Portal article!
My Files is a document storage feature between you and the firm. Any files the firm uploads will be available here for download at any time. If you would like one or more files removed from the listing, let the firm know!
▶️ Accessing My Files
After logging into the portal, click on My Files.
1. You can click the ◀️arrow to return to the main Client Portal page.
2. Any files that are uploaded and visible to you will be listed here. You can click to open the folders and download any files needed!
3. If the firm has archived some files, they may be hidden from view. They can be granted to you, but the firm must select to make them visible first!
