1. Welcome to The DBS Companies Portal
Tutorial and Tips

2. Log In

3. Upload Documents
Go to “File Exchange” on the left of the screen

4. Upload Documents
Click the “Upload” icon

5. Upload Documents
Drag your documents to the window, or click “Add Files” and browse for your files.

6. Upload Documents Click “Start Upload” once all files are listed
We will receive a message letting us know you submitted documents

7. A Few Other Notes The portal is fully encrypted for security.
You will need to change your password every 90 days.
If you forget your password, you can reset using your security questions or the “reset password” link.
It takes minutes to receive the link with temporary password, and you must type in the temporary password. (Copy and paste won’t work!)
DBS does not maintain passwords, so we are not able to retrieve them.

8. Contact Joyce at our office at (800) 327-2377 for assistance
Questions?
Contact Joyce at our office at (800) for assistance