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Branded PDF delivery for finance and banking

When you send reports, proposals, or client documents, the delivery itself is part of the message. WeTransfer Ultimate lets you dress each transfer in a custom background image and a personal description, so opening your link feels like receiving something intentional rather than a random file.

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Finance and banking professionals need their document handoffs to reflect the same polish as the work inside them. With WeTransfer Ultimate, each PDF transfer you send can carry its own branded background and a description you write, giving every client-facing delivery a distinct, considered look. Recipients can preview PDFs directly in the browser before downloading, so they can confirm the right version without any extra back-and-forth. Files arrive in their original format, unaltered and uncompressed, and the person on the other end needs no account to access your transfer. Add a password or restrict access to a named email address for sensitive documents, and the whole experience stays firmly under your control.

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FAQs

All your questions answered.


With WeTransfer Ultimate, you can attach a custom background image or color and a written description to each individual transfer before you send it. When your client opens the link, they see your branded presentation before they download anything. It works on a per-transfer basis, so you can tailor the look for a specific client, a particular report, or a campaign without touching your other deliveries.


Yes. Recipients can open and read PDF files directly in their browser through WeTransfer's built-in preview, with no download required and no account needed. This is useful for banking and finance workflows where a client may want to confirm they have the correct document version, or skim the contents before committing to a full download.


You have a couple of options. Password protection lets you lock a transfer so only recipients who know the password can open it. Restricted access goes a step further and limits access to specific email addresses you nominate, so even someone with the download link cannot get in unless their address is on your list. Both controls are available on all plans and can be set or changed after a transfer has already been sent.


Per-transfer branding is available on WeTransfer Ultimate and above. Ultimate also includes custom expiry so transfers stay live as long as a deal or project requires, expired transfer recovery, a branded WeTransfer page with a custom subdomain and personalized emails, and malware scanning on every upload. For finance teams that want shared branding and centralized billing across colleagues, the Teams plan extends all of these features to up to 50 members.


No account is needed to view or download a transfer. Your client clicks the link, sees your branded presentation, previews or downloads the PDF, and that is the entire experience. Corporate email systems at financial institutions sometimes apply strict security policies, so if a recipient is not receiving the notification email, sharing the download link directly through another channel is a reliable workaround.


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