Verify the request
Confirm the legal provider, representative, secure domain or portal, requested documents, and business purpose.
Secure document help
Document Upload Help
Upload business financing documents only through a verified secure channel requested by the marketplace or identified provider. Confirm the recipient, required files, and date range before transmitting sensitive records.
Before uploading
Verify, prepare, and protect the file
A clean document package reduces delays and lowers the risk of sending sensitive information to the wrong recipient.
Prepare complete files
Use legible, uncropped documents with all pages and the requested date range. Keep originals unchanged.
Protect sensitive data
Do not email passwords or security codes. Use the approved portal and a secure device and connection.
File checklist
Reduce common upload problems
- Use accepted file formats and reasonable file sizes
- Name files by document type and period without exposing unnecessary sensitive data
- Check that scans are right-side up, readable, and complete
- Do not combine unrelated applicants or businesses in one file
- Save confirmation of submission and the recipient
If the request seems unusual or the recipient cannot be verified, pause and contact support through the official website.
Sensitive information
Send only what the verified review requires
Tax, bank, identity, ownership, and financial records deserve extra care. Review privacy notices and retention information where available.
My Business Loans will not need your online banking password sent by email, text, or support message.