Broker Check

Document Drop off

This is our secure file upload page. You can "drag and drop" files you wish to upload into the box below, or click "Select Files" to open up and select files from your computer or device. Please make sure your document file name is clear (i.e. Tax Return, 401k statement, etc) and and your name appears on the documents you upload. Call 231.642.8001 if you have any questions.