Some third-party services are experiencing outages: Third-party members that we partner with for your services are experiencing a global, industry-wide issue. Various partners in our industry have been affected by issues with online functionality. While our systems appear relatively unaffected, please be patient if you find certain online functions are intermittently slow or unavailable. All steps are being taken to address any inconveniences you may experience.


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.