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Account Owner Photo ID Requirement*

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 Sign-in With Your PFS ShareFile

Safely retrieve documents sent by your Advisor without the frustration of encrypted emails, or browse your stored financial planning drafts, uploaded statements, and feedback from your past financial check-up 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 first, before dragging the file into the box.
Then drag your file into the space below and click the upload button beneath the file drop space to send it instantly. Your advisor will be automatically notified whenever you upload a file and will follow up with you by the next business day.