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Uploading a Document or Note - Advisor
Uploading a Document or Note - Advisor
Exempt Edge avatar
Written by Exempt Edge
Updated over a week ago

Important or required documents can be saved in the Investor profile under the Documents & Notes Tab

  • Notes can be typed directly into Dealer Edge, type the details in the note section and click Post to save the note. You can also upload a saved note VIA drag and drop or selection by clicking + Add Files

  • Documents or files can be saved VIA drag and drop or selection by clicking Upload

  • Adding a file name will assist in keeping your documents organized

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