Below are instructions to safely and securely uploading any personal documents, such as: statements, tax return, trust documents, etc...
Step 1: Enter first & last name, email address and give a brief description of the documents you are uploading.
Step 2: Drag files to area or Click "choose file" and navigate to the file(s) you would like to upload.
Step 3: Click "upload files".
Note: if you receive an error message this could mean the file size has exceeded the 2 GB limit.