Secure File Upload

Select the form(s) you need from the options below

You can use our secure portal to send us documents such as tax returns, accounting documents, pay stubs, etc.

To get started click the Add Files button and you'll be prompted to select a file from your computer. You can click Add Files again to send us additional files at the same time for your convenience. Once you have all of your files added, click Start Upload and finally click SUBMIT to complete the process.

Below are several files for your convenience to provide us with the information to help us better serve your banking needs. Please download the file(s) you need in either PDF (Adobe Acrobat) or XLS (Microsoft Excel) directly to your computer and enter your information. When you are finished, save the files to your computer - and then come back to this page to use our secure form to upload them to the bank.

Available Files

• Personal Financial Statement (PFS) Fillable Form
• Personal Financial Statement Addendum Fillable Form
• Personal Financial Statement Updated with Trust Info Fillable Form
• Personal Financial Statement (PFS) Blank Form Excel
• PFS Blank Form PDF
• PFS Addendum Excel (when completing a PFS on a non-HVSB form)
• PFS Addendum PDF (when completing a PFS on a non-HVSB form)
• Debt Schedule PDF
• Rent Roll Excel

Thank you for using our Secure File Upload service. If you have any questions, please don't hesitate to contact us, or get in touch directly with the banker you are working with for assistance.