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Sign in to send faxes from the Wealthforce fax number.
Send a fax
Test mode – nothing is really faxedFax details
Pages
Click a page to remove it. Click again to put it back.File too large? How to make it smaller
Each file can be up to 10 MB, and the whole fax up to 10 MB. Large files are usually scans or photos. To make one smaller:
- Print it to PDF. Open the file, choose Print, and pick Microsoft Print to PDF (Windows) or Save as PDF (Mac). Save it with a new name and add that file instead.
- In Adobe Acrobat or Reader: File → Save as Other → Reduced Size PDF (Acrobat), or print to Adobe PDF.
- Scanning? Scan in black and white (or greyscale) at 200 dpi. That's all a fax machine prints, and the file is much smaller than a colour scan.
- Only some pages needed? Add the file, then click the pages you don't need to remove them.
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Faxes are shown here for 30 days. To keep a record, download the confirmation before then. Wealthforce keeps its own copies of all faxes for compliance.
| Draft | To | Pages | Last saved | Kept until |
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Drafts are kept for 30 days after they were last saved. Only you can see your drafts.
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Only you can see your contacts. Numbers you fax are added automatically when “Save to my contacts” is ticked.
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Faxes sent to Wealthforce that compliance (or the automatic reader) assigned to you. They're shown here for 30 days. If a fax isn't for you, tell compliance.
| Received | From | Pages | For | Status |
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Every fax received on Wealthforce's fax number. The reader assigns a fax automatically when it clearly names one advisor (or their rep code); otherwise it waits here. Every view and assignment is logged.