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Send financial documents from your own branded domain

Finance and banking professionals sending proposals, statements, or compliance reports need every touchpoint to reflect the firm behind the files. WeTransfer Ultimate gives you a custom subdomain dressed with your own branding, so documents reach clients on a page that carries your identity. That address also works as a receiving portal, letting clients and counterparties send materials directly back to you.

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Send and receive through your own page

When you're delivering loan documents, investment summaries, or regulatory filings, the presentation around those files matters as much as the files themselves. WeTransfer Ultimate lets you claim a subdomain under your firm's name, add a logo, set rotating background visuals, and write a per-transfer description that gives every delivery context before the client opens a single file. Spreadsheets, PDFs, Office documents, ZIP archives, and every other format standard in financial workflows transfer without any compression or re-encoding, so formulas, charts, and embedded data arrive exactly as you prepared them. For materials that need tighter control, you can restrict downloads to a specific list of email addresses or lock a transfer with a password, keeping sensitive documents within the intended audience only. Clients can preview supported files directly in the browser and leave comments without creating a WeTransfer account, which removes friction from the review process on their end.

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Our features are designed to minimize how much of your data we — or anyone else — can access, so you can keep what's yours, yours.

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Everything you need

Give people simple tools, and they'll do extraordinary things. Ultra-fast file transfers, built-in customization, easier team collaboration. That's the magic of WeTransfer.

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Share content with a unique link, give anyone a free pass to send you 200 GB files, and stay in control of transfers — even after you hit send.

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With tools designed to enhance collaboration, get everyone in your team talking and moving as one, without disrupting their workflow.

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From password protection to file encryption, WeTransfer has all the built-in security features you need to safeguard your work.

FAQs

All your questions answered.


On WeTransfer Ultimate, go to Account Settings and claim a subdomain of your choice. From there you can upload a logo, add up to five rotating background images or videos, and set social links so the page reflects your firm's identity. Once your branded page is live, any transfer you send arrives from that address rather than a generic wetransfer.com link.


Yes. WeTransfer transfers files without compression or re-encoding of any kind, so Excel workbooks, PDFs, PowerPoint presentations, ZIP archives, and every other format common in finance arrive exactly as they left your machine. Formulas, embedded charts, tracked changes, and data structures are all preserved.


You can restrict a transfer to a specific list of email addresses, meaning only people on that list can access the files after verifying their identity. Alternatively, you can add a password that recipients must enter before downloading. Both options are available on all plans and can be set before sending or adjusted afterward from your Transfers panel.


Your branded WeTransfer page doubles as an upload portal, so clients and counterparties can send files directly to you without any extra setup on your end. They do need a free WeTransfer account to upload, but there is no cost or subscription involved for them. Files they send appear in your Received panel and are available for review from your account.


For email transfers, your Transfers panel shows a status indicator next to each recipient's address and logs the exact date and time of their download. If you send via a shareable link, you can enable tracked downloads, which requires recipients to verify their email address before accessing the files and notifies you each time someone downloads, giving you a clear record of who received what and when.


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