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Send Secure Files

Use the secure upload form below to securely send documents to the SimplePath Retirement team.

Please enter your name and email address first, then drag and drop your files or select Browse files. 
Once your files are added, select the "Upload" button to securely send them.

Your Security & Privacy Matter to Us

We take the protection of your personal and financial information seriously. Our secure document upload system uses multiple safeguards to help protect your information.

✓ Encrypted During Transfer & Storage
Files are protected during upload using secure TLS encryption and are encrypted at rest using AES-256 encryption.

✓ Controlled Access
Uploaded documents are accessible only to authorized SimplePath team members with the appropriate permissions.

 ✓ Independent Security Standards
The technology supporting our secure upload system maintains recognized third-party security and privacy certifications, including SOC 2 Type II and ISO 27001.

✓ Additional Security Safeguards
Additional protections include malware scanning, secure network controls, monitoring, redundant storage, and independent security testing.


R E A D Y     T O    T A K E

The Next Step?

For more information about any of the services or products listed, choose a time to speak with one of our advisors or register to attend one of our upcoming events.


SCHEDULE A CALL →           REGISTER FOR AN EVENT →


Or give us a call at (727) 304-6000