---
title: Why do you need my payslips, tax returns and account statements before I agree to work with Secfi?
description: They enable us to gain a better understanding of your financial situation.
---

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# Why do you need my payslips, tax returns and account statements before I agree to work with Secfi?

## They enable us to gain a better understanding of your financial situation.

These documents enable us to gain an understanding of your financial situation so we can provide you with a preliminary assessment of how we can assist. Moreover, it helps us determine if our services align with your specific needs, ensuring that our partnership is a good fit for both parties.

**What if I forgot an account?**

No worries at all! If you happen to remember an account you initially forgot to mention, let us know, and we'll ensure it's properly considered in your financial planning and recommendations.

**How far back in time do you need them for?**

The most recent statements generally suffice. If we need more, we’ll let you know.

- [Equity and shares](https://hello.secfi.com/migration/help/equity-and-shares?hsLang=en#main-content)

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