How to upload documents onto the DWS platform
1. Once you are logged into DWS, locate “My Vault” on your homepage. It is found next to “My Documents”, the location from where you downloaded the UK tax checklist. Click “View”
2. Navigate to your Vault: Clicking “View” will take you to your Vault. Here, you can upload your tax checklist and any supporting documents. You will find files we have shared with you.
3. Upload Your Documents:
a. Click on the "+Add Document" Button
b. Click on the “+Upload document”, where you will need to locate the file on your computer to upload
c. Fill in the following details:
1. Title: Name of File
2. Document Type: Other Document
d. Make sure to select the option to share the document with your adviser.
e. Once you have filled in the details of the document you want to share and upload, click on “Create” located at the bottom of the page.
If you have any questions or issues uploading your documents, please let us know and we will assist you.