Arch

In this article, you will learn how to upload files to a holding in Arch

How to Upload Individual Files to a Holding

In this article you'll learn how to upload a cash flow on Arch

How to Upload a Cash Flow

In this article you'll learn how to upload historical cash flows and transactions to the Arch Portal

How to Upload Historical Cash Flows

In this article you’ll learn how to upload account statements holding financial information for your holdings in Arch.

How to Upload an Account Statement

In this article, you’ll learn how to upload entity information such as Passports, W-9s, EIN registration and more for your holdings in Arch.

How to Upload Entity Specific Information

How to upload or export data and documents with the Arch portal

Data & Document Uploads

arch.co

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