2. Uploading a Provider statement manually

To upload a statement to Adviser Cloud - First you need to enter details into any of the attached templates provided with this article. (See bottom of page)

Go to the Accounts section of adviser cloud

 

 

Click the Provider Statements Tab and then Statement - Upload

 

 

The following screen will be displayed - select the correct provider from the drop down, depending on the upload template you are using, and select a statement date - then either drag and drop completed template or browse for it using the search box. Click the green Import button.

 

 

 

This template should be used if there is no template below for the provider that you are trying to upload for. Download Template Here

  Download Here

  Download Here

      Download Here

Download Here  

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