JeanSimon Financial

Secure File Exchange

Protected XChange Account Login

Client Account Registration

(Cannot be used by JeanSimon Financial employees*)

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

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

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

Upload as Guest

(Cannot be used by JeanSimon Financial employees)

Guest uploads are limited to one file.

One moment please