Sharing Information Securely There are a number of ways you can safely get personal financial information to us. Secure File Upload Follow Instructions at the link below: Secure File Upload Fax Fax (866) 870-1151 Mail Harvest Asset Group15 Monument SquareSuite 3EPortland, Maine 04101 Client Forms Access Client Forms Cash Access (Bancorp Bank) Sign In SEI Cash Acess SEI Portfolio Access SEI Access My Portfolio