Welcome to your Secure Client Portal. Here you can upload and download sensitive files securely.
Uploading Files to File Exchange
This video shows how to upload files to File Exchange, if we've given you permission to upload files. Length: 3:24
Viewing and Downloading Files from File Exchange
This video shows how to access and print files through the File Exchange module. Length: 2:29
All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication.