Secure Fax for Financial Services. Sending signed account applications and transfer forms to custodians. Send faxes from your iPhone with Send Fax Pro — no fax machine needed.
Custodians like Schwab, Fidelity, and Pershing still require fax for many account operations. Wealth managers, financial planners, and bank officers regularly fax account paperwork, wire authorizations, and compliance documents. Mobile fax lets advisors process client requests from any location.
Financial services are regulated by the SEC, FINRA, and state regulators. Gramm-Leach-Bliley Act (GLBA) requires protection of nonpublic personal information. Many custodians and broker-dealers require fax for account operations. Send Fax Pro provides encrypted transmission for sensitive financial documents.