Our team strives to customize each client’s experience, including preferred methods of contact and delivery. Even while we are working remotely, we offer a variety of options for clients to securely exchange important documents. Our primary focus is clients first, and we will continue to enhance our processes with your best interests in mind.

1. Mail – paper – mailed back and forth via USPS or Federal Express.
2. Fax 610-868-9900 – print and fax back
3. eVault Client Portal – print, execute and upload scanned completed documents back to portal.
4. VNFA DocuSign* – electronically complete forms and sign, using e-mail notifications.
   *including Charles Schwab documents available through DocuSign – process managed by VNFA.
5. Office – pickup or dropoff, by appointment only.