New Client Portal Experience - We have transitioned to ShareFile for Client Portals - Please upload documents here
ShareFile Portal LoginActivate Your Client Portal
How to activate and sign into your ShareFile Client Portal for the first time
Use the following instructions to activate client portal after receiving your email invite. The ShareFile email invitation you receive may come from Brooke, Trisha, or another employee.
1. Open the email and select Activate Account.
2. When the ShareFile Welcome screen displays, select Continue.
3. On the How do you want to sign in? screen, we recommend you select Create ShareFile password.
4. Create a password for your account using the requirements stated on the page.
5. Select Create password.
6. Your ShareFile Client Portal page displays.
