Viewing plan supporting documents

There may be some additional documents (PDFs, Financials, Spread sheets etc.) that support the Plan. To view any documents from the main Plan page:

  1. Click Documents
  2. Find relevant supporting document from list
  3. Select Download File to view the document

Plan Owners and Co-Owners can also add documents on this page, using the Add Document button.

Still need help? Contact Us Contact Us