Virtual Mailroom for RIAs & Family Offices

Yes. Tag, assign, and set routing rules by client, account, or legal entity, so custodial statements, tax forms, and checks land in the right place automatically — whether you manage a hundred client accounts or a dozen family entities and trusts.

A virtual mailroom receives, scans, and digitizes your firm’s incoming mail so your team can access, route, and act on it online instead of sorting paper by hand. Stable’s virtual mailroom centralizes mail at a premium business address, digitizes it the same day at our in-house facilities, and routes it automatically to the right advisor, client file, or team — while keeping a searchable, audit-ready record for your SEC/state and Reg S-P obligations.

A virtual address gives your RIA or family office a premium street address to receive mail. A virtual mailroom, sometimes called a virtual mailbox, goes further. Stable digitizes, tags, and routes that mail automatically, so your team can manage it entirely online.

Our in-house facilities digitize mail at scale, with AI summaries and automated routing that get 1099s, K-1s, and account statements from Schwab, Fidelity, Pershing, and others to the right advisor or client file — even during the tax-season crush.

Yes. Stable keeps a permanent, searchable digital archive of every piece of mail, plus an audit trail of every action taken on it — retained even after the physical mail is shredded — to support your SEC/state books-and-records (Rule 204-2) and Reg S-P obligations.

Absolutely. Get a real premium street address to use on your Form ADV, with the IRS, custodians, and clients — so solo and small firms can keep a home address off public records.

Sensitive mail is processed in secure facilities on a SOC 2 Type II platform with encryption, and permission-based access ensures only the right people — a client's advisor, or your ops or compliance team — can see it. Every action is logged.

Absolutely. Configurable permissions ensure the right mail reaches the right people, and Stable can automatically route mail based on keywords found in the content and on the envelope.

Stable's open API and webhooks make it easy to integrate with the tools in your firm's tech stack, and we can push data extracted from paper mail into your system of record.

Stable automatically detects, digitizes, and routes every check, and can forward physical checks for mail-in deposit with your bank or custodian — no manual sorting.

Stable offers premium addresses in major markets across the U.S., with multi-address support that centralizes mail processing as your firm grows.