Protected XChange - A Secure File Transfer Application by Build Your Firm

Executive Financial Solutions LLC

Secure File Exchange

Login
Client Account Registration
File Upload as Guest

Protected XChange Account Login

Username (your email address)*

Password *

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Client Account Registration

(Cannot be used by Executive Financial Solutions LLC employees*)

The form below is for clients of Executive Financial Solutions LLC to register as a user. Once your account is approved you will receive a confirmation email.

*Important: Employees of Executive Financial Solutions LLC - DO NOT REGISTER HERE. Instead, your Administrator needs to set you up as a Firm User.

First Name *

Last Name *

Company *

Email *

Confirm Email *

Password * Your password must be at least 8 characters, with one letter, one number, and one special character.

Confirm Password *

Upload as Guest

(Cannot be used by Executive Financial Solutions LLC employees)

Guest uploads are limited to one file.

First Name *

Last Name *

Company

Email *

Select File

Upload File(s)

* Required fields

Send To *

Email Message

Send Default Message
Send Custom Message

Message *

Signature

Save this as a canned message

Give your canned message a title: You can edit your canned messages under "Account Management." If you keep the same name as a previously-saved message, your old message will be updated.

Upload File Only

Click 'Add a File' below or drag and drop files here

Add a File

Notify Me When File Is About to be Removed:

Yes No

Your account currently has 10GB of storage remaining.

Please Note: 500 MB max per upload

SENDING EXCEL FILES: Please save your Excel file as CSV. Excel Files do not transfer properly.

File(s) uploading. One moment please... You will be redirected to a page where you can compose your custom email message. One moment please...

Upload Files to Executive Financial Solutions LLC

* Required fields

SENDING EXCEL FILES: Please save your Excel file as CSV. Excel Files do not transfer properly.

Click 'Add a File' below or drag and drop files here

Add a File

File(s) uploading. One moment please...

One moment please