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 + self-serve BAA
- Sign documents before sending
- Priority delivery
- No per-page overage charges
Business
- 5,000 fax pages per month
- 5 dedicated fax numbers
- HIPAA compliance + self-serve BAA
- Public API & webhooks
- Audit logs
- Team roles & permissions
- Priority support
Enterprise
- 8,000 fax pages per month
- 10 dedicated fax numbers
- Everything in Business
- Public API & signed webhooks
- Dedicated support
- Custom integrations
No per-page overage. No activation fees. No contracts. Cancel anytime.
Every plan includes US & Canada faxing up to your monthly page limit. You can also fax internationally — international pages simply count for more toward that limit (the amount varies by country). No surprise charges: reaching your limit prompts an upgrade, never a per-page bill.
Wealth Management Fax — FAQ
All transmissions are encrypted in transit using TLS and at rest using AES-256. Access to your account requires authentication, and the archive is accessible only to authorized team members. For estate documents involving multiple attorneys and trustees, we recommend confirming recipient fax numbers before transmitting trust documents.
Yes. Send FAX Mail works on any iOS or Android device. Advisors can transmit advisory agreements, account authorizations, and estate planning documents from any location between client meetings — important for high-touch client service.
The Starter plan at $12.99/month covers 600 pages for smaller advisory practices. Growing firms with multiple advisors and regular client documentation needs should consider the Business plan at $79.99/month for 5,000 pages with multi-user access.
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