We use technology to be "down the hall" from your office.
Our clients have on-line access to download their compliance documents, regulatory filings and completed compliance tasks. They can also securely upload existing documents and information. By using ShareFile, Red Oak provides a secure method for storing, obtaining, and sending documents. ShareFile works better than email for large files and meets SEC Rule 17(a)-4 for official books and records. This service is offered at no charge to all Red Oak clients and “Retainer” clients can use it for their official books and records.
If you are one of our clients, please use the link below to login with your email and password to access your secure site (note: this is not your AdMaster login).
If you are not yet one of our clients and would like to learn more about our services, please contact us and we’d be happy to talk with you.