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How do I upload documents to my Brillian account?

Step-by-step instructions for adding financial documents to your Brillian account after submitting your valuation questionnaire.

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Written by Hallie Porterfield

You can add or update financial documents in your Brillian account any time - you're not limited to what you provided during onboarding.

Steps

1. Log in to your Brillian account.

2. Click Documents in the left-hand navigation.

3. From there, you can add any additional documents you'd like to share.

Need a hand?

If you run into any issues, reach out through the chat in your account or contact us at [email protected].

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