Disclosures without the dread. No printer. No piles. No pressure.
FinStash is where your financial advisor sends the disclosures and consent documents they're required to share with you. Take your time, ask questions, and sign from your phone or laptop — no printer, no scanner, no scribbled initials.
- Pause anytime
- Sign on any device
- Your record stays with you
- Always the latest version
No rush, no pressure
Step away mid-document and pick up exactly where you left off. Nothing is signed until you say so.
Always the latest version
If your advisor updates a document, you'll see what changed. Anything you previously accepted stays tied to the version you actually signed.
Your record, on hand
Every document you've accepted lives in your account — what it was, which version, the day you signed. Download a copy whenever you need one.
For advisor firms
An audit-ready record of every acceptance.
Publish your FSP disclosure, mandate and conflict-of-interest documents once. FinStash handles versioning, captures each client's acceptance, and gives your compliance team a defensible trail when the FSCA asks.