Monitor balances, view accounts, share documents, link
Monitor personal balance sheet and view investment accounts managed by . Store, share, and send documents with advisors. Link external accounts using an account aggregation tool.
Create and deliver documents to your team. Organize files into folders. Share documents via email or link. Set access permissions and track document activity. Edit and annotate files directly within the .
Upload documents directly to folders with a single tap. Link and specify folders once, then switch between multiple Box folders during uploads. Choose to upload original files or as a compressed zip.
