White Aspen Capital · Client Resources
White Aspen Capital
Secure Client Portal

Secure Document Upload

Send documents directly to White Aspen Capital through our encrypted submission workflow.

Document Transfer

Upload Your Documents

Drag and drop your files below or browse your computer. You may include an optional note to help us identify the documents.

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Drag & drop your documents here

or browse your files

Suggested documents
Financial statements, tax documents, insurance policies, estate-planning documents, deeds, employer awards, and other planning records.
Upload limits
PDF, Word, JPG or PNG. Up to 5 files with a combined maximum of 4 MB per submission.
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Secure submission: Documents are sent through the same encrypted workflow used by White Aspen Capital's client forms. The documents themselves are not placed directly into the notification email.