Safe to provide personal financial info using small broker's web form?

by a searcher from University of Georgia

3 weeks ago

I have encountered several brokers that require personal financial information before sharing first round information (e.g., CIM). I understand that they want to vet potential buyers to make sure they have the financial wherewithal. However, given I am working with small brokers, my concern is the security of their website's forms / submission portals. Would appreciate any thoughts on this subject. 

Thanks!

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2 comments

lender from Eastern Illinois University

The other option you have is to get a pre-approval letter and see if they will accept that instead. We do provide this service if you would like to discuss it. I can be reached here or directly at --@----.com Thank you.

3 weeks ago | like reply | 0 likes

lender from Syracuse University - The Martin J. Whitman School of Management

Yes as long as it's not a social etc

3 weeks ago | like reply | 0 likes

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