Client Center

ShareFile is a secure tool The Windsor Group uses to exchange private documents and files between advisors and clients. Email can be hacked and PDF passwords can be cracked. Sharefile offers the most secure encryption possible. ShareFile’s data centers are subject to SSAE 16 audits, which is an internationally recognized third party assurance audit standard. The system also monitors mobile device access and allows us to wipe clean any devices should you inform us your device was lost or stolen.

ShareFileTo access ShareFile, you may login below, visit ShareFile.com or download an app to your iPad or mobile phone.

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Custodian Logins

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custodians

Fidelity Investments National Advisors Trust Charles Schwab