Client Web Portal & FTP
Partners Financial Services, Inc. provides clients with 24/7* access to our Client Web Portal & FTP site. Clients can view all consumer account information, collection and servicing notes, cancel and upload new accounts, and pull client reports directly from our secure web portal. For clients who want to exclusively use an FTP site for report delivery, account placement, and mass document delivery, Partners Financial Services, Inc. has partnered with Citrix ShareFile for industry leading security and flexibility. Clients have the option of using our browser based FTP site, connecting to their ShareFile folders via FTP or FTPS, or both. Click here for information regarding our security reasons for partnering with ShareFile.