Upload Your Documents

Electronic security is becoming an increasingly important focus of diligence for financial firms and their clients. We ask our clients and prospective clients to take the appropriate steps to limit their exposure to identity theft and unintentional exposure of personal information during the transmission of sensitive data.

Accordingly, we employ the direct uploading of documents via the encrypted tool below. These files are encrypted and placed directly in our dedicated storage folders, bypassing the email, fax, and physical mail process altogether.

We are embracing these enhanced procedures throughout our practice to protect our firm and our clients. We believe you will find this procedure to be quicker and easier than email attachments, faxing, or mailing, and appreciate your cooperation and understanding.

If you have questions about this process, please call us for more information.