As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time. Contact us to set up a new portal, or If you've already signed up click below to access your portal.
Click on the Lock to the left to quickly send us a file through SecureSend. The selected firm member will be notified once your file upload is complete. You can send one file at a time with this method, or put all your documents in a Zip file and send us the Zip file.
Use this link to access the old Secure Firm Portal.