Here is a list of suggested documents and statements that we would find helpful for our clients to upload: (all information is strictly confidential)
1. Picture of Driver’s License.
2. Statements for life insurance, brokerage accounts, IRA.
3. Investment accounts, Other investment accounts.
4. Bank Statements.
5. Own or lease a home?
6. Mortgage Statements
7. Other Debt statements.
8. Credit Cards.
9. Auto Loans
10. Student Loans.