In the Vault, who can access Shared Documents?

• A. Both clients and advisors
• B. Administrators only
• C. Clients only
• D. Advisors only

Answer: (A)

Shared Documents in the Vault are designed for collaboration between client and advisor. This setup enables both sides to review, share, and update important materials, supporting clear communication and coordinated planning. Administrators manage access and settings, but the purpose of Shared Documents isn’t to restrict access to administrators alone. Limiting access to clients only would prevent advisors from contributing and guiding the process, while limiting to advisors only would keep valuable documents away from the client’s view. Since the goal is seamless collaboration, both clients and advisors can access Shared Documents.