Personal
Documents, tax, and reports
In short. On Weltee Personal the sidebar item is Documents (the vault). Files sit beside the holding they describe. Open a row to see the PDF. Download saves a copy. Tax readiness is the year-round picture; Download prep package. Reports are advisor-ready summaries. Dr. Weltee can read statements you keep in Documents.
Documents
The sidebar says Documents. This is the vault. Files sit beside the holding they describe. Open a row to see the PDF. Download saves a copy. Dr. Weltee can read them and lift figures out of a statement.
A linked fund holding has a separate Files card. That is the close with Capital: unsigned pack, then the signed PDF both of you keep. Upload signed pack. Mark as signed. It is not this vault.
Tax readiness
Tax readiness is the year, not a filing. Download prep package when you want a pack for the accountant. Weltee does not file tax.
Reports
Reports are summaries you can hand over: a net-worth statement, the year. Export where the page offers it.
Plan
Plan is the wealth plan beside the book, not Startup's 13-week cash plan. That lives on Startup.