Rehoboth Group LLCSecure client intakePrivate and secure

Secure paperwork portal

Complete your Rehoboth paperwork in one private place.

Fill out the supplied forms on any phone or computer, upload supporting documents, review your information, and sign before sending everything securely to Rehoboth Group.

Open your private invitation

Use the unique link sent by your Rehoboth representative. The link keeps your draft and uploads separate from every other client.

What to expect

01Complete your information

One guided form populates the supplied client packet, engagement letter, and financial statement.

02Upload documents securely

Add requested PDFs or images from your phone or computer without emailing attachments.

03Review, sign, and submit

Review the source documents, sign electronically, and download your completed copies.

Your form data is encrypted before it is stored.