Plaid Linked Bank accounts, In the client portal where do I upload the requested documents?

To upload the necessary documents for your Plaid-linked bank account in the AMP Client Portal, follow these steps:

1. Log into the AMP Client Portal:

• Log in to your AMP Client Portal

• Enter your username and password to access your account.

2. Navigate to the "Treasury" Section:

• Once logged in, click on the "Treasury" tab.
• Select "Accounts" from the dropdown menu.

3. Upload the Required Documents:

• In the "Accounts" section, look for the prompt that says, "Please upload these documents here"
• Click on the provided link or button to begin the upload process.
• Follow the on-screen instructions to upload the necessary documents.

Example:  Please take a look at the screenshots below for your reference.

You will see "Please upload these documents here."

Here is what the upload document page will look like.