Workspace

Welcome to your advisor processing environment. Select a functional module from the left to begin.

Upload to Document Archive

Configured SharePoint libraries and approved folder paths only

SharePoint Library

Target Folder

Select a library to browse folders.

Available Subfolders

No upload destination selected.

Selected Files

No files selected.

Files are uploaded only to the selected configured library and existing folder path. Free-text destination entry is not allowed.

Choose a library, open a folder, mark it as the destination, and select one or more files.

System Authentication

Secure Advisor Access & Passkey Enrollment

Advisor Email

Password (Password Sign-In Only)

Admin approval already happened in the dashboard. This screen is for the invited user only: enter the invited advisor email, then click Register My Approved Passkey. Do not use Sign In With Password for passkey setup.