Downloading a Historical Document
This topic describes how to download a historical document within the WealthLink application.
Prerequisite
This task starts on the Statements & Documents screen.
1. Within the Statements & Documents screen, select the My Documents tab.
Step Result: The screen refreshes and displays different documents available for the account.
2. Select the desired historical document from the list.
3. Click the Download (
) icon on the View Document column.
) icon on the View Document column.Step Result: A pop up will appear asking you to Open, Save or Cancel the request.
Result:
You have downloaded a historical document.