Client Portal

ShareFile^® is a secure online vault that provides our clients with file sharing and storage service. No matter where you are, if you have internet, you have instant access to your personal documents, be they financial, healthcare information, estate documents, whatever you choose. Your portal also provides a password protected way for you to transmit personal documents to others safely, avoiding the usual risks of email transmission.

Security: We chose ShareFile^® because it meets the highest security standards in the industry, complying with both HIPPA and SEC/FINRA requirements for data security. Your data are stored on ShareFile^® servers that are SSAE 16 certified, proving that they meet high standards for security. It is also convenient and easy to use. ShareFile^® is rated five-star for cloud-based file sharing by Macworld and other reviews.

Encryption: All file transfers through the ShareFile^® service are encrypted using 256-bit SSL (Secure Sockets Layer). This is the same security used by banks and many e-commerce sites. Also, the file encryption keys are not stored on the same server with the files themselves, ensuring that someone with physical access to the storage servers has no access to the files contained on their hard drives.

No cost: This highly-rated document storage and transfer service is provided free to our clients.

*** ShareFile^® is a software company — independent of Nest Egg Financial Advisors – and our financial firm is not responsible in any way for the performance or non-performance of duties promised by ShareFile^®. ShareFile^® is owned by the American based firm Citrix Systems, one of the most respected cloud computing technology companies in the world.