CLIENT CENTER
....................................................................................................................................................
TYPES OF COMMUNICATIONS
Go Paperless: Your quarterly reports, Tax reports, Financial Plans, Various Forms requiring your signature.
IMPROVED SECURITY
Your reports will be delivered securely to your personal and password protected ShareFile account online. SSL encryption is used to communicate between the secure site and your browser. The site is tested and certified daily to pass the HACKER SAFE Security Scan to help address concerns about hacker access to confidential data. ShareFile is also a certified licensee of the TRUSTe® Privacy Seal Program. Paper reports can get lost or mishandled. Reduce your concerns when you go on vacation.
FASTER ACCESS
Go paperless and you will be able to view your reports and other communications from us the moment they are ready. Your reports will arrive in minutes, not days.
MORE EFFICIENT
Your reports remain electronically saved in your account and will be retained indefinitely. You save space and time spent looking for information. Or you can simply choose to download and save the documents to a secure part of your PC or disc for future reference.
GREATER FLEXIBILITY
You will be able to access and click through your reports at whatever time, from wherever you are. At your discretion, you can give limited access to your tax preparer, making things easier at tax time for them to access the reports that we prepare to assist you.
PRINT ON DEMAND
Any time you need a hard copy of a report, simply print one off in seconds.
STAYING ON TOP OF IT
An email notification will be sent to you automatically when information is uploaded to your account.
COMMITMENT FREE
If you are not completely comfortable with this paperless feature or want to change back to getting paper reports for any reason, simply notify us in writing or by email at any time and we will switch you back.
GREENER
Friendlier to the environment because not only will many trees be spared but the transportation of all that paper from the forest to the paper mill, to the store, to our supply closet, to your house, to your trash and then to the waste facility is after all a pretty lengthy journey. This does not even mention the energy spent producing the paper and what is involved in the printing. Every step involved in paper usage has a carbon footprint.
Sign up today
It is paperless and takes seconds. Click on the Sign Up NOW! button above, read and complete the online form.
Note: FOLIOfn provides a paperless platform. Schwab provides its own paperless platform which requires enrollment. If you enroll in IFS's paperless program, we will send you email information about enrolling in Schwab's program if you are not already enrolled.
