Changing Documents via the Document Center
Navigate to the Document Center page.
From this page, you will see a checklist of the current documents associated with your plan.
Locate your current primary document in this list and click the three dots (...) icon.
Select your preferred document type (e.g., Individual Trust) from the list.
If this change doesn't reflect immediately, simply refresh your browser page to update the view.
A second option is to click on View All Documents in the right-hand section of the page. Once in the Document Library, you will see all document options available to change to.
Note: Changing documents are only available to clients. Your advisor cannot change your document on your behalf.