encrypted file uploads
Safety and security are a top priority for Paradigm Financial Group, Inc. We assure you—our valued clients—that your personal and confidential information will not be shared or compromised when uploading your documents through this encrypted portal.
UPLOAD INSTRUCTIONS
- Include FIRST and LAST NAME in the file name. (ie: Mary Smith)
- Create ONE MASTER FILE instead of multiple files. This will ensure that your documents are retrieved as a unit, so we can process them more efficiently. (We can accept PDF, Word and Excel file types)
- ZIP and JPEG file uploads are NOT supported here. Zip files can be sent via password-protected email ONLY.
We appreciate your trust in us.