Use our convenient SecureSend page to securely deliver a file directly to a member of our firm. The selected firm member will be notified once your file upload is complete.
Alternatively, you may also login to our Secure Client Portal to send us a file. If you do not currently have a Portal Account, you may register for one here.
This feature is for tax related business only.
Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.