Online Fax for Investment Firms, Brokers & Advisors
Investment firms and broker-dealers transmit account opening forms, investment disclosures, trade confirmations, and beneficiary designations to clients and custodians through channels that produce documented delivery records. Many high-net-worth clients and institutional investors still prefer fax for sensitive financial documents, particularly account opening and beneficiary designation forms where they want a paper trail separate from email.
Common Documents
Compliance
Investment firms are regulated by the SEC and FINRA, with specific requirements for delivering prospectuses, risk disclosures, and account opening documents under SEC Regulation Best Interest and FINRA rules. Customer identification programs under the Bank Secrecy Act require verification of investor identity during account opening. Send FAX Mail's documented transmission records support FINRA examination documentation requirements and provide evidence of timely prospectus and disclosure delivery.
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.