Canadian-hosted document collection for advisors

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

Where are client documents stored?

On servers hosted in Canada.

Is email collection more secure?

Unencrypted email is a weak safeguard for ID and tax documents. Portal upload with encryption at rest is a stronger operational story for privacy reviews.

Does Canadian hosting mean FSRA or OSC certification?

No. Hosting location is one safeguard. Hivi-X is not certified or endorsed by regulators.

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