Support FINRA compliance with file sharing and archiving built for financial professionals.

Send confidential documents for signature securely and easily. Safely share financial documents with our popular email plugin. And give your clients an easy way to send documents to you with a web portal or a simple "request a file" link. Whether you work in banking, financial planning or lending services, ShareFile makes sure you don’t have to trade security for convenience, while supporting compliance with industry regulations like FINRA.

"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

Send files from your email.


The ShareFile Plugin for Microsoft Outlook encrypts email messages and embeds secure links to files. You’ll see when the file is downloaded, and your recipients can instantly access files or respond with an encrypted email without downloading software or creating an account.


See all ShareFile features for financial services.

Get signatures faster.


Send documents for signature with just a click, and we’ll put it right back in your ShareFile account when it’s signed. Our IRS-accepted e-signature solution even tells your clients exactly where to sign.


Read ShareFile + RightSignature white paper.

Work from anywhere.


Access, review and edit files on your smartphone or tablet with our mobile editor. Your files are synced across all devices, so folders and client portals are always up to date.


Learn more about the ShareFile mobile app.

Comply with record-keeping regulations.


To help you meet record-keeping requirements, ShareFile can archive (rather than delete) account files, folders, sent messages, notifications and active and inactive links for a minimum of three years.


Read Archiving for Financial Services white paper.

Add Compliance with The Archiving PlatfromTM from Smarsh

Need a more robust and complete way to archive? ShareFile has a new integration with The Archiving PlatformTM from Smarsh, the popular comprehensive archive platform, to create the only solution that meets the regulatory requirements for both online file sync and share and immutable retention. The latter means data is stored and secured indefinitely in an unalterable, and search-ready state that makes audits and maintaining compliance simpler and more effective.

Learn More ►

ShareFile tools you’ll love.

Virtual Data Room

ShareFile offers a robust data room solution for managing highly complex and confidential transactions, such as due diligence, audits and mergers and acquisitions.


Learn More

ShareFile Mobile App

Access, share, edit and store files any time, anywhere, from any iOS, Android, Windows Phone or Blackberry smartphone or tablet.


Learn More

Archiving for Financial Services

Address FINRA and SEC rules regarding record keeping with the ShareFile archiving feature, which automatically archives documents, notifications and messages for three years or more.


Learn More