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Secure File Exchange

As data security continues to rise to the top of everyone's list of business concerns, having a secure file transfer mechanism is critical. PlanSponsorLink allows you to communicate securely with your contacts and clients without requiring you to maintain yet another service in your firm. Familiarize your clients and contacts with a secure portal that can handle all of your plan information and correspondence needs.

  • Securely send and receive all popular file formats.
  • Create expiration dates for files, or retain those records.
  • Get Read Notifications when documents are opened.
  • Interactions are created automatically for each Secure File Exchange sent.
  • Run reports on secure file exchange specifics.


Watch a recorded presentation about Secure File Exchange on-demand.