OneDrive vs auto quote document collection for brokers

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

Is OneDrive wrong for brokers?

It is fine for internal drafts and training PDFs — weak as the system of record for client intake with approve/reject and completeness status.

What should quote files show for RIBO readiness?

RIBO expects brokerages to keep client records (notes, emails, BMS entries, recordings) that demonstrate mandatory disclosures and advice. Item-level intake status helps prove what was collected — it does not replace BMS notes or disclosure confirmations.

Can I keep OneDrive for templates only?

Yes. Many firms store internal templates in Drive and collect client uploads in checklist software.

Does Hivi-X integrate with OneDrive?

No sync. Export PDF packages for upload to your BMS or internal storage — not a OneDrive replacement.

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