How do I upload documents manually?

In your OneVest app, you have the option to upload documents for your advisor to access and review on your behalf.

This option helps you and your advisor avoid sharing sensitive information using insecure platforms, like email. 

To upload a document, you need to:

1. Log in to your profile
2. Click the menu on the top right-hand side of your screen
3. Click “Documents”
4. Click the option to “Upload documents” and proceed to upload

To review your uploaded documents, click the “Uploaded Documents” tab.

Please note that your advisor will not be notified when a document has been uploaded; so, please ensure to communicate with your advisor once documents are uploaded and ready for review.