Secure File Upload What documents are you uploading?(Required)Please SelectUpdate account or billing InformationDeposit funds into your accountProcess a new investmentManage your account and current investmentsAsset in-kind transfers from another custodianWhat type of documents are you uploading? (Update account)Please SelectUpdate your beneficiaryUpdate or add an interested partyUpdate your personal informationUpdate your credit card informationWhat type of documents are you uploading? (Deposits funds)Please SelectContribution FormTransfer Request (cash, inkind, or both)Employer Rollover Deposit Form and StatementsInvestment Income Deposit FormSale of Asset or Note Payoff FormOther Funding FormsWhat type of documents are you uploading? (Processing)Please SelectDocumentation to process a new investmentProcess an additional investment or capital callPublicly Traded Stock and ETF's or Mutual Fund Direction of InvestmentsTransfers to and from GeminiWhat type of documents are you uploading? (Manage your account)Please SelectProcess an additional investment or capital callProcess a distributionProcess a contributionTransfers to and from GeminiProcess an Expense Payment RequestUpdate the fair market value of my account/assetWhat type of documents are you uploading? (Asset in-Kind)Please SelectTransfer Request (cash, inkind, or both)Supporting documentation for in-kind transfers from other custodiansLaunch Secure File Upload (Client Services) Launch Secure File Upload (Billing Team)Launch Secure File Upload (Deposits Team)Launch Secure File Upload (Transfers Team) Launch Secure File Upload (Accounting Team)Launch Secure File Upload (Assets Team)Launch Secure File Upload (Investments Team)Launch Secure File Upload (In-Kind Team) Δ
