A Secure & Confidential Exchange
Welcome to the Secure Client Portal for Pacific Digital Legacy Advisors. The protection and confidentiality of your information is our highest priority.
Our Security Protocol for Document Exchange
At Pacific Digital Legacy Advisors, we do not use traditional email or standard website forms to handle sensitive documents. All of our document exchanges are conducted through a dedicated, end-to-end encrypted portal to ensure the highest level of security.
The Process is Simple:
You Will Receive a Secure Link
Following our initial consultation, you will receive an email from us containing a unique, password-protected link to your private client folder.
Upload Your Documents
Simply click the link, enter the provided password, and you can securely drag and drop your documents for our review. There is no need to create an account.
Your Data is Protected
All files are protected with end-to-end encryption, ensuring that only you and our firm can access your information.
If you are a current client and need access to your secure portal link, please contact us directly.