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

Keystone Financial Solutions, Inc.

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 Keystone Financial Solutions, Inc. employees*)

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

*Important: Employees of Keystone Financial Solutions, Inc. - 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 Keystone Financial Solutions, Inc. 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:

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Your account currently has 48GB of storage remaining.

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 Keystone Financial Solutions, Inc.

* Required fields

Send To *

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

Add a File

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

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