To ensure your financial information remains protected, we use an encrypted submission system. Please use the form below to securely upload any documents needed for your financial plan.

How It Works:

1. Prepare your files (PDF, JPG, or PNG format recommended)
2. Upload via the secure form below (end-to-end encryption)
3. We’ll notify you once received—typically within 1 business day

Your privacy is protected: All documents are encrypted and accessible only to the Vesta team.
Documents are uploaded via JotForm to our secure SharePoint library, and then erased from JotForm within one hour of submission.

Need help? Email [email protected] or call (250) 515-5518.