Frequently Asked Questions
Please reach us at a.villavicencio@norcaleafservices.com if you cannot find an answer to your question.
To comply with IRS regulations—specifically the Safeguards Rule, which requires financial institutions to maintain a Written Information Security Plan (WISP)—we take protecting your personal and financial data seriously. We use ShareFile, a secure platform, to ensure your documents are transmitted safely.
Click the ShareFile link provided via email or on this page.
Fill in your name, email, and any required fields & fill out any questionnaire/forms sent to you
Attach your documents (PDF, DOCX, XLSX, JPG, PNG) & previous year filings if applicable.
Click “Submit.” You’ll receive confirmation once the upload is complete.
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