Box File Transfer

Use this form to send large files that may otherwise be too large to send as email attachments. We incorporate the online file transfer service called Box File Request to help us receive large files from our clients. This service is available to our clients free of charge, and free of worry:

  • Files are encrypted during transfer (TLS 1.2 encryption)
  • Files are encrypted once uploaded (256-bit AES)
  • Files are stored in SAS70 type II and Safe Harbor certified
  • Files are stored on enterprise-grade servers that undergo regular audits and are monitored 24/7

Thank you for providing this information to us. We appreciate the opportunity to review and discuss with you. We are aware of the trust you place in us and take that very seriously. Please take a moment to review our privacy policy and let us know if you have any questions. In addition to the information in that policy, if you are providing tax returns for us to analyze we may also utilize a third party, Holistiplan, to assist us in the process. By providing your tax returns you authorize us to do so.

Sequoia Financial

Talk to an Advisor

We would love to chat with you about how Sequoia can help you achieve your financial goals.

  • Akron, OH - Headquarters
  • Tampa, FL
  • St. Clair Shores, MI
  • Troy, MI
  • Beachwood, OH
  • Cleveland, OH
  • Columbus, OH
  • Mayfield Heights, OH
  • Hilton Head, SC

© 2022 Sequoia Financial Advisors, LLC

Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.

Secure File Transfer | Sequoia Financial Group


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