Online Fax for Wealth Managers, Family Offices & Trust Companies
Wealth managers and family offices coordinate highly sensitive financial and estate planning documentation — trust documents, estate planning forms, financial statements, and advisory agreements — with clients, attorneys, accountants, and custodians who value confidentiality and a documented paper trail over digital channels. High-net-worth clients frequently prefer fax for estate documents because it creates a distinct, tangible record separate from email inboxes that might be hacked or subpoenaed.
Common Documents
Compliance
Wealth management firms are regulated by the SEC as registered investment advisers and must comply with the Investment Advisers Act of 1940, GLBA Safeguards Rule for client NPI, and state fiduciary standards. Trust companies face additional state banking regulatory requirements. Send FAX Mail's encrypted transmission and documented audit trail support SEC and GLBA compliance documentation requirements for wealth management client communications.
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.
Wealth Management Fax — FAQ
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