Confidential Document Upload

Click on the link below to upload any confidential documents through our secure portal. You will need to create a temporary username and password to access by selecting "Start" and then "Sign Up Here".

Items you may want to upload here are: Financial Statements for Rollovers, Driver's Licenses, Voided Checks to update your banking information for contributions or distributions, etc.

Click the link below to schedule your complimentary call today!

Melinda Bulls