Secure Client Portal

Your privacy and security are our top priorities. The portal lets you upload files and documents straight to our team.

Open the Secure Client Portal (opens in a new tab) Call 832.831.9353

How it works

Send your documents in a few minutes

  • Open the Secure Client Portal at portal.verityadvisorsllc.com.
  • Enter your name and email address, and if you like a phone number and a short note for our team.
  • Upload your documents from your phone or computer.
  • Our team reviews them securely and contacts you about next steps.

Your files are safe with us

All files are encrypted and handled with the highest standards of confidentiality. They are stored privately and seen only by the team handling your recovery.

You can send up to 10 files at a time, up to 10 MB each and 50 MB in total, as PDF, JPEG, PNG or HEIC (photos from a phone work).

Questions? Call 832.831.9353 (Monday – Friday, 8:30 AM – 5:00 PM CST) or email admin@verityadvisorsllc.com. Please don’t email account numbers, Social Security numbers or identity documents.