Broker Check

Drop Off Documents Here

IMPORTANT NOTICE - FILE REQUIREMENTS: Note we may reject files or bill a service fee if the below requirements are not met: 

  • We can only accept PDF versions of your documents - do not upload picture files from mobile device**
    • We recommend you "download" your statements from each provider (which will be in a PDF format).
    • For physical documents, we recommend you use a scanner set for "scan to PDF" mode. 
    • ** If you use a phone to take pictures of documents, you must convert them to PDF before uploaded. There are many free apps that do this. We will bill $250 per hour (hour minimal) if we have to convert image files of documents to PDF format.
    • We are also happy to “scan” your physical documents for you (there is no service fee for this :-) at our offices in downtown Melbourne.
  • Driver Licenses or Copies of Physical Check: It is ok to upload image files (picture / jpeg) of these items. No need to convert these to PDF. 

You can "drag and drop" files to the box below or click "Browse Your Device" to open select files from your computer, tablet, or smartphone: