Add Privacy and Disclosure Documents

Category: Account Basics

By default, your readers have access to Vestorly’s standard Terms and Conditions and Privacy Policy when viewing emails, articles, and libraries associated with your account. If you have your own terms and/or privacy policy, edit the links on your Account page. Additionally, upload a Disclosure and/or ADV Document.

  1. From the settings gear icon at the top right of the page, choose your name to view your Account page.
  2. Under Privacy and Disclosure, optionally paste in the URL to your Terms and Conditions and/or Privacy Policy.Screen Shot 2015-05-20 at 11.52.42 AM
  3. Optionally upload additional information under Disclosure Document and ADV Document.
  4. Click Update Links.