At Capellis Financials, your privacy and security are our top priority. This portal allows you to submit financial documents to your advisor quickly and securely — from anywhere, at any time.

Section: What You Can Upload

Use this portal to submit any of the following:

• Bank and credit card statements

• Pay stubs and income verification

• Loan and mortgage statements

• Insurance documents

• Tax returns and benefit letters

• Any documents your advisor has requested

Section: How It Works

1. Click the Submit Documents button below

2. Enter your name and email so we can match your documents to your file

3. Select the document type from the dropdown menu

4. Upload your files — you can upload multiple files and multiple document types in one submission

5. Add a note to your advisor if needed, then hit Submit

6. We'll confirm receipt within 1 business day

Section: Your Information Is Safe

All documents are transmitted securely and kept strictly confidential. Your financial information is never sold, shared, or disclosed to any third party. Files are used solely to prepare your personalized financial reports and statements.