Secured Financial Doc Upload
Not all companies have the same reporting policies depending on their situation or how long they have been in business. We ask for income statements (I/S) and the corresponding balance sheets (B/S) for past years. Three years of data is better than one year and five years is better than three years. More years of data gives us an indication of trend-lines and how the company performs over a longer period and handles market fluctuations.
We prefer five years of I/S and B/S. Let us know what you have and we can work with that. Just upload the I/S and B/S information in either Excel, Word or PDF.
Any clients that prefer to E-mail their financial documents may do so via the following email address:
We are always available to assist and answer questions at
(626) 204-4030 or submit a live chat.