Secure Online Fax for Banks, Credit Unions & Financial Firms
Banks, credit unions, investment firms, and wealth managers transmit highly sensitive financial documents daily — loan applications, wire transfer authorizations, beneficiary designations, and fraud dispute forms — that require both security and a documented paper trail. Fax remains indispensable in financial services because it creates the kind of written record that regulators and auditors expect, and because many institutions, government agencies, and counterparties still require faxed originals for authorization-sensitive transactions.
Why Finance professionals choose Send FAX Mail
Banks, credit unions, investment firms, and wealth managers transmit highly sensitive financial documents daily — loan applications, wire transfer authorizations, beneficiary designations, and fraud dispute forms — that require both security and a documented paper trail. Fax remains indispensable in financial services because it creates the kind of written record that regulators and auditors expect, and because many institutions, government agencies, and counterparties still require faxed originals for authorization-sensitive transactions. Send FAX Mail delivers GLBA-compliant transmission with end-to-end encryption, access controls, and an immutable audit log that satisfies both internal compliance teams and external examiners.
Common pain points
- Wire transfer authorizations transmitted via unsecured channels create BSA/AML compliance gaps
- Physical fax machines at branch locations lack centralized logging needed for regulatory examination
- Branch closures and remote work arrangements mean staff cannot access fax machines for urgent client requests
- Per-page fax billing inflates costs during high-volume loan closing seasons with no predictability
- No searchable archive means retrieving specific authorization forms during fraud investigations requires manual searches
How Send FAX Mail solves them
- End-to-end encryption and access controls satisfy GLBA Safeguards Rule requirements for NPI transmission
- Centralized cloud archive provides compliance officers a single searchable repository of all fax transmissions
- Send and receive from any device so loan officers and advisors can handle urgent transactions remotely
- Flat monthly pricing from $12.99/month provides cost predictability even during high-volume closing seasons
- Timestamped transmission logs create the documentation trail examiners require for authorization records
Common use cases
Receiving and processing loan applications from borrowers who prefer fax over online submission
Transmitting wire transfer authorization forms to correspondent banks with documented delivery records
Sending beneficiary designation updates and account closure forms to customers and between departments
Exchanging investment disclosures and account opening documents with clients and custodians
Faxing fraud dispute forms and account authorization documents to relevant departments
Coordinating trust and estate planning documents between wealth management advisors and attorneys
Compliance
Financial institutions are subject to the Gramm-Leach-Bliley Act (GLBA), which requires safeguarding nonpublic personal information (NPI) of customers through appropriate administrative, technical, and physical safeguards under the Safeguards Rule. Fax transmission of NPI — including loan applications, account numbers, Social Security numbers, and financial data — must use secure channels with access controls, encryption, and documented transmission records. Send FAX Mail satisfies these requirements through TLS-encrypted transmission, AES-256 storage encryption, role-based access controls, and immutable transmission logs that can be provided to examiners during FFIEC, OCC, or state banking department examinations.
Pricing for Finance
Starter
- 600 fax pages per month
- 1 dedicated fax number
- Send & receive faxes
- Fax to email delivery
- Fax history & downloads
- No per-page overage charges
Professional
- 2,000 fax pages per month
- 3 dedicated fax numbers
- HIPAA compliance
- Send & receive faxes
- Priority delivery
- No per-page overage charges
Business
- 5,000 fax pages per month
- 5 dedicated fax numbers
- HIPAA compliance
- Audit logs
- Team roles & permissions
- Priority support
Enterprise
- 8,000 fax pages per month
- 10 dedicated fax numbers
- Everything in Business
- API access
- Dedicated support
- Custom integrations
No per-page overage. No activation fees. No contracts. Cancel anytime.
Finance Fax — FAQ
Ready to modernize your finance fax workflow?
Plans from $12.99/month. No contracts, no activation fees, no fax machine needed.
Start Free