Vantage Financial utilizes ShareFile, a secure file transferring system. This system allows us to exchange documents with you, securely, over the internet.
We have found ShareFile to be one of the easiest ways to exchange sensitive, personal data with you. With a Vantage ShareFile account, you have the ability to upload financial planning and account documents. Documents are secure and available immediately, allowing for a cost-effective, timely and efficient solution.
To access your Vantage Financial ShareFile account, click here.
If you already have a ShareFile account with Vantage, click the appropriate link to upload your document(s):
If you do not have a ShareFile account at Vantage and would like to obtain one, please click the link below to submit your request: