ResourcesUpload a File

Please use the below links to securely upload a file to send to us. After you click the “Upload a file” button, you will be directed to a new page where you can complete the upload via FileDrop. Once your files have been uploaded, an email will be sent to the associated Means Wealth professional who will retrieve the files from the secure delivery system.

Please do not use this system to send time-sensitive, action-oriented messages, such as orders for the purchase or sale of securities, fund transfer instructions or check stop payments, as it is our policy not to accept such items electronically.

If you have any trouble using this system, please contact us at 800-696-3267.