Fulcrum Group has a client portal that allows you to securely send and receive files from our firm. You must register to use this service the first time, after which you can login with your email and password. The service is free to all existing Fulcrum clients.
Login to the client area with your email and password.Sign In
Fill out a short form to request access.Register
Click the button below to view instructions for uploading files in your client portalView Upload Instructions
We strongly recommend registering for the client portal above, as it will be replacing the legacy file upload process below.
PLEASE PUT ALL DOCUMENTS IN A FOLDER AND ZIP THE FOLDER BEFORE SENDING
Use our secure online file delivery service to provide us your documentation. Click the button below to access it and follow these steps: