Uploading Documents

At any point in your financial planning journey with us, you may need to provide us documentation, like tax returns, account statements, or proof of identification. I'm going to show you how to upload those documents.

To do so, all you need is: a device with internet access, access to the documents you'd like to upload to us, and your email address.

First, open a web browser and navigate to west-invest.com. then click 'Client Center' in the top navigation bar. Then click 'File Upload'. This will open a new window called 'Box'. Here you can click on 'Select Files' which will open a File Explorer where you can select the documents that you'd like to upload and click 'Open'. If you'd like to add more files at this point and repeat the process until you've uploaded all of your desired documentation. Then simply scroll down and type your name into the 'Full Name' box. Enter your email address, and enter a file description, and click 'Submit'. And once you've reached this page, you're done!