Broker Check

Instructions

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.