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.

If you already have a ShareFile account with Vantage, use the link below 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:


If you have any questions or concerns about the process of uploading your documents using the ShareFile system, please don’t hesitate to contact us at 847.590.9191 or

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: IL

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