ShareFile for Financial Services

FINRA-approved cloud storage, file sharing, and archiving built for financial professionals

Need to support FINRA compliance?
Call us at 1.800.441.3453 for plans and pricing

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Microsoft Outlook Plugin
Encrypt emails and send and request financial files securely right from your inbox.

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ShareFile Mobile Apps
Access, share, edit and store files anytime, anywhere, from iOS, Android, etc.

Send, share, and e-sign, all with FINRA compliant support

We offer secure and customizable file sharing and cloud storage that integrates with the tools financial firms and banks of all sizes use every day. From FINRA compliance, email archiving, and cloud storage to streamlined client collaboration, ShareFile can help you secure and connect all your crucial documents and data.

Trusted support maintaining compliance

Get file sharing support to help with finance regulations that can affect your industry — including HITECH, FINRA, CFPB, SEC, and more.

Secure business-class file sharing

Easily share and receive large files — like client data, financial spreadsheets, and legally binding documents — with a few clicks. Our paperless system minimizes clutter and allows you to ditch the thumb drives and confusing passwords. What's more, with bank-level encryption and more than 25 customizable security settings your financial files are always protected.

The amount of information that needs to be exchanged in any given deal, whether it's a venture deal or a real estate deal, is massive… I use ShareFile for everything.
JT Vaughn
Senior Analyst
Cherokee Investment Partners

File sharing resources for finance

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File check-in/check-out

Prevent changes to files from getting lost with our check-in/check-out feature, which lets you see who has a file downloaded for updates.

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Automated workflows

Boost efficiency and save time with guided feedback and approval workflows that you can customize and control.

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ShareFile Request List

Experience a secure, client-friendly way to manage your workflow and finance-related approval requests — all in one place.

Powerful collaboration capability

Launch a streamlined workflow to give and receive accurate, real-time feedback and approval on financial documents, RFPs, images, and more.

World-class integrations

ShareFile easily connects to the financial software and apps you use every day, like Microsoft Office 365, Outlook, and WorkSite Organizer — so you can access your favorite files generated from those apps from one interface.