Access: https://corepln.account.box.com

Generally, each of us will have access to three primary folders:

1. Private Folder
2. Shared Inbox
3. Core Shared Drive

Private Folder:

Your private folder will be set up under your name and be shared only with firm Administrator(s). Within your private folder, you'll generally have four primary sub folders as shown below:

1. Clients

The Client Folder will also have sub-folders:

Each client household will have its own folder: example ... [John and Jane Smith]

Within each household sub-folder, we should at least have the following:

• The signed Advisory Agreement
• Any account statements they had sent you during the account opening phase
• The Family Intake PDF and the Behavioral Questionnaire PDF
• Any scans or copies that contain personal client data