Now that you’re connected on EdgeLink, sharing documents has never been easier!


1. Go into an EdgeLink connected offering.

2. Select the Document Control tab.

3. You can upload documents under any of the document sections here (Approved Offering Documents, Approved Marketing Material, etc.). When you select a document to upload to the EdgeLink connected offering, the confirmation notification will appear.

4. After you have uploaded the documents in the offering, the dealer is now able to see it on their system when they go into that specific offering.

5. If the Dealer accepts the document, it will be shared with their Advisors. 

Did this answer your question?