Securely send and receive documents

24 hours a day, 7 days a week.

 

Our two-way client “vault” allows secure delivery & receipt of documents, providing for more secure transmission, communication, organization & storage of important personalized records.

 

 

Don't have an account?

Please call Mary Boncada at 732-739-8991 or email at mboncada@shapirofsg.com

 

 

 

Our client vault is managed and hosted by Tamarac, a division of Envestnet, Inc. (NYSE: ENV), a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors. Tamarac does not hold customer funds or securities

 

 

Client Portal Log in

 

 

Download the app for mobile access!

For iPhone or iPad download here

For Android devices download here