Enable Pershing Documents

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If you have the Pershing integration, this client setting allows you to enable the Pershing document vault integration for your clients.

When enabled, your clients' document vault displays the same four Pershing folders available to you, making it much easier for clients to access custodial files.

Note

Pershing files are displayed for Households. Clients see the files for their Household in the document vault.

For more information about features of the Pershing integration, see Pershing Integration.

For more information on editing client records, including how to navigate to this panel, see Clients/Client Portals Page Actions, Views, and Filters.