Applies to: United States.
Your application documents can be submitted through the investor portal or secure Drive folder provided for your file. Ask your processor for the correct upload link and the list of documents needed.
There is no single upload link to use for every application. If you have not received one, contact your processor using the contact details you already have and request the submission instructions.
Before uploading, check that the destination matches those instructions. If a link is unfamiliar or you are unsure which folder applies to your application, ask the processor to confirm it. Do not send passwords or banking credentials in a chat message, and ask for the approved method before sending sensitive application documents by email.
The portal used for an existing account may be different from the document-upload route for a new application.
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