Can the client upload documents to the DocVault? Carrie Frye June 15, 2018 19:30 Follow Yes, both advisors and clients may upload documents to the DocVault. Related articles Why isn't my account trading? Cash Management in a Client's Account December 2018 Index Returns What if my document won't upload to the Document Vault? What is the Client Segment Settings module? Comments 0 comments Please sign in to leave a comment.