Medley Financial Services

Secure File Exchange

Protected XChange Account Login

Client Account Registration

(Cannot be used by Medley Financial Services employees*)

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

*Important: Employees of Medley Financial Services - 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 Medley Financial Services employees)

Guest uploads are limited to one file.

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