Submit Documents
Private Client Financing Services, LLC values your privacy. We send all client information on a cyber safe platform using SendSafely, an end-to-end encryption platform to ensure your security.
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What We Collect
Personal Financial Statement (signed and dated within 90 days of submission)
Past three years of filed tax returns (signed and filed versions);
copy of extension for current year if appropriate; K-1’s for all submitted returns.
Driver’s License
Copies of Statements that support liquidity positions on the PFS – bank statements, brokerage statements.
How To Send Documents
Step 1
Step 1
Click the Green Button Above
Step 2
Step 2
Type Your Email in the Red Box
Step 3
Step 3
Type Code and Check Agreement
This step is to verify that you, the sender, are a real person. This will only be needed to do once every 30 days.
Step 4
Step 4
Verification Code Email
Step 5
Step 5
Add Files and Messages Here
Step 6
Step 6