Step into our virtual office


Photo IDs for New Accounts*

For transfers of client account to our new Broker/Dealer, please use the client file dropbox tool below to send us a high-quality scan or photo of any valid US government photo ID. A Driver's License is most preferred.
*Required by law under the US Patriot Act
Click Here

Or Send Files With Your Personal PFS ShareFile [optional]

You call also safely send a document to your PFS your Advisor by simply adding it to your existing PFS Cloud Folder. Having a registered "PFS Secure Client Sharing Folder" also lets you review past files you've shared with us and browse any documents shared by your advisor, such as drafts of your Financial Plan, account statements, and notes from your past client review meetings.
 
Note: Requires an existing ShareFile account set up by your Advisor. Contact Alex Groeper to get your ShareFile account information and request access.
 
Request Access:
agroeper@pfswm.com 
File Exchange

Client File Dropbox

Need your PFS Advisor to review a 401(k) statement, financial document or insurance/annuity policy? Do you have paperwork to submit for updates to your plan or an investment account?
 
No need to leave your house - upload your document to our secure client dropbox, powered by Citrix ShareFile and protected with military-grade 256-AES digital encryption technology, which makes it much safer than sending with an unprotected email service.
 
*You must fill in the sending information BEFORE dragging the file into the box.
After you've chosen the best PFS Team member to receive your document, drag your file into the indicated square space in the right-hand column below and click the upload button to send it instantly. The PFS Team member you selected as "Recipient" will be automatically messaged about the uploaded file, and will address any needed follow-up (if any) by the next business day.