Federal Retirement Advisors — Guidance for federal careers well spent

Client Document
Upload Center

A SIMPLE, PRIVATE HANDOFF

Your documents,
in the right hands.

Send your retirement documents directly to our team. We’ll review each file before adding it to your profile.

  1. 01Enter your emailWe’ll send your receipt there.
  2. 02Choose your documentsPDFs and clear photos work well.
  3. 03We’ll take it from hereOur team checks every submission.
After submission, documents are available only to authorized Federal Retirement Advisors staff and our processing system. Clients cannot browse or download submitted files.
DOCUMENT DELIVERY

Send your documents.

No account or sign-in is needed. Enter your email for a receipt, then choose your documents.

Document types (select all that apply)

    Only upload documents requested by your advisor. Files are checked before our team can open them.

    Need help or a larger upload?
    Contact your Federal Retirement Advisors advisor.
    SECURITY AT EVERY STEP

    Protected from upload to private storage.

    Your sensitive documents deserve careful handling. Here is how we protect them.

    Encrypted in transit

    HTTPS encrypts the connection between your browser and our upload service, protecting documents while they travel.

    Checked before storage

    Files must pass our malware scan before they enter the document review inbox.

    Encrypted private storage

    Documents are encrypted with AES-256-GCM before being saved in our private Microsoft 365 document storage.

    Access stays controlled. Authorized Federal Retirement Advisors staff and our processing system can open documents for scanning, matching and review. Submitted files are not available for clients or the public to browse or download.