{"id":4084,"date":"2023-10-19T08:54:36","date_gmt":"2023-10-19T08:54:36","guid":{"rendered":"https:\/\/www.wealthtime.com\/advisers\/?page_id=4084"},"modified":"2026-02-20T09:51:54","modified_gmt":"2026-02-20T09:51:54","slug":"wealthtime-classic-document-library","status":"publish","type":"page","link":"https:\/\/www.wealthtime.com\/advisers\/wealthtime-classic\/wealthtime-classic-document-library\/","title":{"rendered":"Classic Document Library"},"content":{"rendered":"\n<section id=\"signposts-block_92d7ffd2854c2c56c82c148a1444bcaf\" class=\" signposts white \" id=\"signposts-block_92d7ffd2854c2c56c82c148a1444bcaf\"  >\n\n    <div class=\"body-push row\">\n\n        <div class=\"grid  layout-75-35\">\n\n            <div class=\"col-1\">\n                \n                \n                \n                    <div class=\"content\" data-animate-on-scroll='fade-up'>\n\n                        <h1>Classic Document Library<\/h1>\n\n                    <\/div>\n\n                \n                        \n                    \n                        <div class=\"button-wrapper\">\n\n\n                            <a href=\"https:\/\/secure.eu1.echosign.com\/public\/login?locale=en_US\" target=\"_blank\" class=\"button black\">Adobe E Sign Login<\/a>\n                    \n                        <\/div>\n\n                    \n                \n            <\/div>\n\n            \n        <\/div>\n\n            \n\n\n        \n\n        \n    <\/div>\n\n<\/section>\n\n\n  <div class=\"bg-image-wrapper media-centre\">\n    <img loading=\"lazy\" decoding=\"async\" width=\"1062\" height=\"900\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/13@2x.png\" class=\"bg-image\" alt=\"\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/13@2x.png 1062w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/13@2x-300x254.png 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/13@2x-1024x868.png 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/13@2x-768x651.png 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/13@2x-640x542.png 640w\" sizes=\"auto, (max-width: 1062px) 100vw, 1062px\" \/>  <\/div>\n\n<section id=\"media-centre-block_c9c292df3c57e837907e5119f19fd29d\" class=\"media-centre light-gray\"  >\n\n  <div class=\"row body-push\">\n\n    \n      <div class=\"background-image\">\n        <img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"700\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/08\/15.png\" class=\"attachment-fp-xlarge size-fp-xlarge\" alt=\"\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/08\/15.png 700w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/08\/15-300x300.png 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/08\/15-150x150.png 150w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/08\/15-640x640.png 640w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/>      <\/div>\n\n    \n    \n    \n    \n    \n    \n\n      \n      \n      \n\n\n\n    <div class=\"search-form\">\n        <form data-target=\"media-centre-block_c9c292df3c57e837907e5119f19fd29d\" action=\"https:\/\/www.wealthtime.com\/advisers\/wealthtime-classic\/wealthtime-classic-document-library\/\" role=\"search\" method=\"get\" id=\"searchform\">\n            <input type=\"hidden\" name=\"fp\" value=\"documents\">\n            <div class=\"grid\">\n\n                \n\n                                    <div class=\"select\">\n                        <label for=\"platform\">Platform<\/label>\n                        <select name=\"platform\" id=\"platform\" class=\"\">\n                            <option value=\"all\">Select platform\u2026<\/option>\n\n                            <option  value=\"wealthtime\">Wealthtime<\/option><option selected value=\"wealthtime-classic\">Wealthtime Classic<\/option>                        <\/select>\n                    <\/div>\n                    <div class=\"select\">\n                        <label for=\"product\">Product<\/label>\n                        <select name=\"product\" id=\"product\" class=\"\">\n                            <option value=\"\">Select product\u2026<\/option>\n                            <option  value=\"dfm\">DFM<\/option><option  value=\"gia\">GIA<\/option><option  value=\"internal-asset-transfer\">Internal Asset Transfer<\/option><option  value=\"investments\">Investments<\/option><option  value=\"isa\">ISA<\/option><option  value=\"jisa\">JISA<\/option><option  value=\"new-client\">New Client<\/option><option  value=\"offshore-bond\">Offshore Bond<\/option><option  value=\"servicing\">Servicing<\/option><option  value=\"sipp\">SIPP<\/option><option  value=\"uncrystallised\">Uncrystallised<\/option><option  value=\"withdrawal\">Withdrawal<\/option>                        <\/select>\n                    <\/div>\n                            <\/div>\n            <div class=\"input-wrapper grid\">\n                <input type=\"text\" class=\"input-group-field\" value=\"\" name=\"search\" id=\"search\" aria-label=\"Search\" placeholder=\"Search library\u2026\">\n                \n                <div class=\"button-wrapper\">\n                    <button type=\"submit\" id=\"media-centre-submit\" class=\"button button-submit\" aria-label=\"Go\">\n                        Search\n                    <\/button>\n                                    <\/div>\n            <\/div>\n        <\/form>\n    <\/div>\n\n\n      \n      \n      \n      \n      \n        <div class=\"grid grid-cols-3 article-wrapper\">\n\n          \n            \n            \n                  \n        \n        <a href=\"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/document-library\/docs\/sipp-contribution-tax-reclaim-processing-schedule\/\" class=\"article\" data-post-type=\"documents\">\n    \n    \n    <article id=\"12823\" class=\"post light-gray\">\n\n        <div class=\"post-wrapper\">\n\n          \n          <div class=\"post-meta\">\n\n            \n                        \n              <h3 class=\"post-title\">SIPP Contribution Tax Reclaim Processing Schedule<\/h3>\n            \n            \n            \n            \n              <p class=\"button-secondary\">Learn more<\/p>\n\n            \n          <\/div>\n\n        <\/div>\n        \n        \n    <\/article>\n\n  <\/a>\n\n            \n          \n            \n            \n                  \n        \n        <a href=\"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/document-library\/docs\/adobe-sign-customer-journey-workflows\/\" class=\"article\" data-post-type=\"documents\">\n    \n    \n    <article id=\"11823\" class=\"post light-gray\">\n\n        <div class=\"post-wrapper\">\n\n          \n          <div class=\"post-meta\">\n\n            \n                        \n              <h3 class=\"post-title\">Adobe Sign Customer Journey Workflows<\/h3>\n            \n            \n            \n            \n              <p class=\"button-secondary\">Learn more<\/p>\n\n            \n          <\/div>\n\n        <\/div>\n        \n        \n    <\/article>\n\n  <\/a>\n\n            \n          \n            \n            \n                  \n        \n        <a href=\"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/document-library\/docs\/isa-application-form-no-transfer-authority\/\" class=\"article\" data-post-type=\"documents\">\n    \n    \n    <article id=\"8836\" class=\"post light-gray\">\n\n        <div class=\"post-wrapper\">\n\n          \n          <div class=\"post-meta\">\n\n            \n                        \n              <h3 class=\"post-title\">ISA Application Form (No Transfer Authority)<\/h3>\n            \n            \n            \n            \n              <p class=\"button-secondary\">Learn more<\/p>\n\n            \n          <\/div>\n\n        <\/div>\n        \n        \n    <\/article>\n\n  <\/a>\n\n            \n          \n            \n            \n                  \n        \n        <a href=\"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/document-library\/docs\/payroll-schedule\/\" class=\"article\" data-post-type=\"documents\">\n    \n    \n    <article id=\"8410\" class=\"post light-gray\">\n\n        <div class=\"post-wrapper\">\n\n          \n          <div class=\"post-meta\">\n\n            \n                        \n              <h3 class=\"post-title\">Payroll Schedule<\/h3>\n            \n            \n            \n            \n              <p class=\"button-secondary\">Learn more<\/p>\n\n            \n          <\/div>\n\n        <\/div>\n        \n        \n    <\/article>\n\n  <\/a>\n\n            \n          \n            \n            \n                  \n        \n        <a href=\"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/document-library\/docs\/target-market-statement-offshore-bond-2\/\" class=\"article\" data-post-type=\"documents\">\n    \n    \n    <article id=\"6201\" class=\"post light-gray\">\n\n        <div class=\"post-wrapper\">\n\n          \n          <div class=\"post-meta\">\n\n            \n                        \n              <h3 class=\"post-title\">Target Market Statement: Offshore Bond<\/h3>\n            \n            \n            \n            \n              <p class=\"button-secondary\">Learn more<\/p>\n\n            \n          <\/div>\n\n        <\/div>\n        \n        \n    <\/article>\n\n  <\/a>\n\n            \n          \n            \n            \n                  \n        \n        <a href=\"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/document-library\/docs\/wtc-order-execution-policy\/\" class=\"article\" data-post-type=\"documents\">\n    \n    \n    <article id=\"5874\" class=\"post light-gray\">\n\n        <div class=\"post-wrapper\">\n\n          \n          <div class=\"post-meta\">\n\n            \n                        \n              <h3 class=\"post-title\">Order Execution Policy<\/h3>\n            \n            \n            \n            \n              <p class=\"button-secondary\">Learn more<\/p>\n\n            \n          <\/div>\n\n        <\/div>\n        \n        \n    <\/article>\n\n  <\/a>\n\n            \n          \n        <\/div>\n\n        \n      \n      \n      \n        <section class=\"pagination\" id=\"pagination-wrapper\">\n\n          <span aria-current=\"page\" class=\"page-numbers current\"><span class=\"number-item\">1<\/span><\/span>\n<a class=\"page-numbers\" href=\"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/pages\/4084\/page\/2\/\"><span class=\"number-item\">2<\/span><\/a>\n<span class=\"page-numbers dots\">&hellip;<\/span>\n<a class=\"page-numbers\" href=\"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/pages\/4084\/page\/7\/\"><span class=\"number-item\">7<\/span><\/a>\n<a class=\"next page-numbers\" href=\"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/pages\/4084\/page\/2\/\">Show more<\/a>\n        <\/section>\n\n      \n    \n    \n    \n    \n    \n  <\/div>\n\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"author":5,"featured_media":0,"parent":2868,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-4084","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Classic Document Library - Advisers<\/title>\n<meta name=\"description\" content=\"Welcome to the Wealthtime Classic Document Library and Adobe E-Signature Login. This library is for adviser use only.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.wealthtime.com\/advisers\/wealthtime-classic\/wealthtime-classic-document-library\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Classic Document Library - Advisers\" \/>\n<meta property=\"og:description\" content=\"Welcome to the Wealthtime Classic Document Library and Adobe E-Signature Login. This library is for adviser use only.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.wealthtime.com\/advisers\/wealthtime-classic\/wealthtime-classic-document-library\/\" \/>\n<meta property=\"og:site_name\" content=\"Advisers\" \/>\n<meta property=\"article:modified_time\" content=\"2026-02-20T09:51:54+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/wealthtime-classic\\\/wealthtime-classic-document-library\\\/\",\"url\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/wealthtime-classic\\\/wealthtime-classic-document-library\\\/\",\"name\":\"Classic Document Library - Advisers\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/#website\"},\"datePublished\":\"2023-10-19T08:54:36+00:00\",\"dateModified\":\"2026-02-20T09:51:54+00:00\",\"description\":\"Welcome to the Wealthtime Classic Document Library and Adobe E-Signature Login. This library is for adviser use only.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/wealthtime-classic\\\/wealthtime-classic-document-library\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/wealthtime-classic\\\/wealthtime-classic-document-library\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/wealthtime-classic\\\/wealthtime-classic-document-library\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Classic Platform\",\"item\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/wealthtime-classic\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Classic Document Library\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/#website\",\"url\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/\",\"name\":\"Advisers\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Classic Document Library - Advisers","description":"Welcome to the Wealthtime Classic Document Library and Adobe E-Signature Login. This library is for adviser use only.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.wealthtime.com\/advisers\/wealthtime-classic\/wealthtime-classic-document-library\/","og_locale":"en_US","og_type":"article","og_title":"Classic Document Library - Advisers","og_description":"Welcome to the Wealthtime Classic Document Library and Adobe E-Signature Login. This library is for adviser use only.","og_url":"https:\/\/www.wealthtime.com\/advisers\/wealthtime-classic\/wealthtime-classic-document-library\/","og_site_name":"Advisers","article_modified_time":"2026-02-20T09:51:54+00:00","twitter_card":"summary_large_image","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.wealthtime.com\/advisers\/wealthtime-classic\/wealthtime-classic-document-library\/","url":"https:\/\/www.wealthtime.com\/advisers\/wealthtime-classic\/wealthtime-classic-document-library\/","name":"Classic Document Library - Advisers","isPartOf":{"@id":"https:\/\/www.wealthtime.com\/advisers\/#website"},"datePublished":"2023-10-19T08:54:36+00:00","dateModified":"2026-02-20T09:51:54+00:00","description":"Welcome to the Wealthtime Classic Document Library and Adobe E-Signature Login. This library is for adviser use only.","breadcrumb":{"@id":"https:\/\/www.wealthtime.com\/advisers\/wealthtime-classic\/wealthtime-classic-document-library\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.wealthtime.com\/advisers\/wealthtime-classic\/wealthtime-classic-document-library\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.wealthtime.com\/advisers\/wealthtime-classic\/wealthtime-classic-document-library\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.wealthtime.com\/advisers\/"},{"@type":"ListItem","position":2,"name":"Classic Platform","item":"https:\/\/www.wealthtime.com\/advisers\/wealthtime-classic\/"},{"@type":"ListItem","position":3,"name":"Classic Document Library"}]},{"@type":"WebSite","@id":"https:\/\/www.wealthtime.com\/advisers\/#website","url":"https:\/\/www.wealthtime.com\/advisers\/","name":"Advisers","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.wealthtime.com\/advisers\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/pages\/4084","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/comments?post=4084"}],"version-history":[{"count":21,"href":"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/pages\/4084\/revisions"}],"predecessor-version":[{"id":11828,"href":"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/pages\/4084\/revisions\/11828"}],"up":[{"embeddable":true,"href":"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/pages\/2868"}],"wp:attachment":[{"href":"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/media?parent=4084"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}