For Financial AdvisorsStop holding your breath
when clients email bank statements
That moment of panic when you type “please email me your bank statements” knowing it’s not secure. There’s finally a professional alternative that works in 30 seconds.
Free to try • Your clients will trust you more for using it
The Reality of Financial Advisory Work
Thursday Afternoon Panic
Mortgage offer expires Monday. Client emails blurry photo of P60. Underwriter rejects it. You’re explaining to anxious first-time buyers why their dream home might slip away.
Professional Image Matters
High-net-worth clients expect security. When you ask them to email sensitive financial documents, it doesn’t inspire confidence in your service.
One Breach Ends Careers
Your entire business is built on trust. One client’s bank statements leaked from your email, and your career is over. The stakes couldn’t be higher.
The Secure Handoff for Financial Documents
Replace the anxiety-inducing “please email” moment with professional, secure document transfer
1. Create secure link
“Please upload your bank statements, proof of income, and source of wealth documentation using this secure link”
2. Client uploads securely
Documents encrypted on their device before upload. No passwords, no registration - just professional security they can trust.
3. You download once
Complete audit trail for compliance. Documents automatically deleted after download. Professional negligence insurance satisfied.
Perfect for Financial Document Collection
Know Your Customer Documentation
Bank statements, proof of income, source of wealth evidence
Mortgage Applications
P60s, payslips, company accounts, tax returns
Investment Documentation
Portfolio statements, pension valuations, ISA certificates
Identity Verification
Passports, driving licenses, utility bills
Pension Transfer Papers
CETV statements, scheme documentation, transfer forms
Estate Planning Documents
Wills, trust documents, asset valuations
Why Financial Advisors Choose FileSeal Over Email
See how FileSeal compares to common alternatives for secure document handling
| Method | Encryption | Access Control | Auto-Delete | Audit Trail |
|---|---|---|---|---|
FileSeal | AES-256 | One-time URLs | Automatic | Complete |
Email Attachments | Plain text | Forwarded/stored | Permanent | None |
WeTransfer | In transit | Download tracking | 7 days | Limited |
Google Drive Share | At rest | Link sharing | Permanent | Limited |
Experience enterprise-grade security in 30 seconds
Enterprise-Grade Security for Financial Professionals
Built-in security and compliance features so you can focus on your clients, not regulations
Enterprise-grade security
Your files are encrypted before leaving your client's device. We never see your documents.
Professional Negligence Insurance
Evidence you took reasonable security measures. When audited, you can show encrypted transfer records.
Client Trust & Authority
"Use our secure link" sounds more professional than "just email it" - especially with high-net-worth clients.
Frequently Asked Questions
Common questions about secure document sharing for financial advisors
Do clients need to register or create accounts?
How does this help with professional negligence insurance?
What documents can I collect securely?
Stop crossing your fingers when clients send bank statements
Create your first secure link in 30 seconds. Your professional negligence insurer will approve.
Professional-grade security for financial advisors • GDPR compliant • No credit card required