Our file upload tool is designed to receive your documents with ease and securely. You are not requested to notify us after uploading a document. Please note that processing your files may take 2-5 business days.

Kindly remember that this tool is exclusively for the use of clients and prospective clients of Whitaker-Myers Wealth Managers. Its use does not establish planning engagement. To initiate a financial planning or advisory agreement with us, please sign a separate agreement.

Please be aware that we are unable to facilitate any trades through this tool. For assistance with trades, please contact your financial advisor.

Thank you for entrusting us with your financial needs.

Kind regards,

The Whitaker-Myers Wealth Managers Team

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