Finance

FinancingUsing secure FTPS and SFTP protocols, transfer secure files for finance enterprises. Use restricted shared folders to limit which users are able to view certain files. Easily organize your data infrastructure for employees, business partners, and clients all in one place. Remove the issues of having any physical hardware, maintenance, and staff for your data servers and integrate into the reliable, redundant, Amazon Web Services (AWS) Cloud.

The Challenge

Financial institutions need to share files with proprietary information i.e loan documents, mortgage applications, automobile dealer contracts, etc. with the assurance that privacy, confidentiality, and security is maintained. They need to be able to give their business partners and associates restricted access to folders containing confidential files.

Next Step: Book a Webinar

Benefits of FTPS, SFTP with Hosted FTP

Restricted, Shared, Authorized Access to Folder(s)

Hosted FTP allows you to easily set up access privileges for a specific folder(s) and its contents. Grant access to specific business partners, clients, employees without exposing any data to the wrong parties. Set-up permissions for users to download or upload-only capability. Add more security measures like multi-factor authentication (MFA), IP whitelisting, PKI keys, password complexity, and more. Learn more about how to set up a restricted folder. >

Secure Upload Plugin

Customize an upload tool for each user by using our branded plugin to upload files to your FTP server through secure HTTPS. Embed the upload tool in your website or email to allow 3rd parties to transfer documents without the need to login to your FTP server. Learn more about our plugin. >

Real-time Notifications and Audit Logs

Receive notifications when a user uploads or downloads a file. Also, provide your user with a notification when files are transferred. Learn more about how to add email notifications to a folder. >

Track your FTP/SFTP Server’s Login and Transfer Activity

Hosted FTP’s audit log feature allows enterprises to track daily login and transfer activity for each day. Know what IP addresses are accessing, which user accounts are most active, which files are being transferred the most, and more. Learn more about our audit log feature. >

Best Security Model in the Market

Hosted FTP stands out because of its high-end security features. No other FTP provider provides 256-bit AES file encryption in transit, on arrival and at rest. Hosted FTP goes a step further and even encrypts your metadata (file and folder names, information, etc). Protect PII and PHI data in the Cloud with full compliances. Hosted FTP provides a single-tenant, dedicated SFTP cloud-based SaaS application service for clients who require assurance of privacy, security, and confidentiality for their file transfer activities. No other FTP/SFTP server host offers this level. Learn more about our security model. >

Are you Ready? Try us Out.

Join thousands of enterprises today who have integrated into the AWS (Amazon Web Services) Cloud seamlessly with Hosted FTP. Book a webinar and one of our consultants can help you set-up a 21-day trial account based on your use case(s).

You can also call us at 1-855-888-4387 (Toll Free), 1-416-532-4387 (Intl), or email: support@hostedftp.com for any inquiries.

Getting Started
Signing up for a Free Trial
Basic steps to Setup
Purchasing your account
Choosing the right account type: Enterprise and SMB
Logging into your account
How to login with a Web Browser
How to Login to an FTP client via FTP
How to Login to an FTP Client via SFTP
Logging in by FTP URL with Username and Password
Reset and change your password
How to Update an Expired Password
Administrator Initial Setup
Account-level options
Force Secure Protocols only (FTPS/HTTPS/SFTP)
Enabling a Password Policy
Enabling CJIS Compliance Policy
Add IP whitelisting
Configuring Web Access
Configuring FTP/SFTP Access
Implementing Multiple Administrators
Branding
Adding branding to your account
Branding Contact Logins
Creating a Custom Subdomain (ftp.yourdomain.com)
Web Interface
Home Tab
Files Tab
Contacts Tab
Users Tab
Plugin Tab
Setup Tab
Adding a User or Contact
Adding a Contact by Email Address
Add a User by Email Address
Add a User by Username
Using Groups
Account setup PDF Guides (*.pdf)
Activated Account Limits
Shared Folders
Configuring for Restricted Shared Folders (FUSN)
Creating Folder Structures for Sharing
Detailed Steps to Sharing Files/Folders
Managing Shared Folder Privileges
Add real-time notifications to uploads/downloads
Audit logs and Real-time Reports
Using Real-time Reports
Example Report Filters
More Example Report Filters
Exporting a Report
Enable audit logs for logins, file transfers, and deletes
Accessing and viewing your audit logs
Steps to sharing the logs folder
Anonymous Access
Creating A Public Link
Anonymously Sharing Files and Folders
Transferring Files
Uploading Files by Web Browser
Uploading Files by FTP Client
Download your FTP/SFTP server files from any browser
Download files with an FTP client
Using the Send function to securely send files through a web-based link
Using the Send function from your Files tab
Managing Mail Events (Send and Receive function)
Drag & Drop
Uploading Multiple Files with Drag and Drop
Enabling Drag & Drop on Legacy IE Browsers
Website Plugin
Integrating the Upload Plugin into your Website and Business
Web Plugin Overview and Guide
Plugin Brand Customization
Embed the Plugin into Your Website
Adding Additional Security (CAPTCHA, Password)
Security and Compliance Info
Security Model Overview
Security Model Details
Multi-Factor Authentication
MFA Initial setup for a standard user by Admin
MFA by User (Multi-Factor Authentication)
MFA reset on managed user
MFA reset on a standard user
SSO
Configuring Single Sign-On (SSO) for your account
Configuring Okta with OpenID
Configuring AzureAD with OpenID
Enabling Single Sign-On (SSO) for user logins
Certificate & Host Key Info
SSL Certificate Info
Trusting the Hosted~FTP~ SSL Certificate
SSL Server Test
FTPS Host Keys
SFTP (RSA/DSA) Host Keys
Configuring PKI Support
Compliance Info
GDPR
WCAG 2.0
SOC2
CJIS
HIPAA
Bundle Features
Hosted~FTP~ vs. AWS Transfer Family
Group vs. Enterprise bundle features
Enterprise T1 vs. T2 Bundle Comparison
Enterprise T2 Plan Features
Different user types and function comparisons
Difference between users and contacts
Sync Feature
Configuring a Sync to SFTP Gateway
Configuring a Sync to S3 Gateway
Regular expressions with Sync feature
File Retention Policy
Configuring a File Retention Policy
File Retention Policy Examples
Account Management
Purchasing your account
Payments & Billing
Choosing a payment plan
Renewing an expired account
Changing a Bundle or Payment Plan
Changing Credit Card Information
Reviewing billing statements
Trial Account Limits
How is Storage Calculated?
Reviewing account resources and usage
Switching Account Bundles
Changing the Account Administrator
Administrator Access to User Accounts
Cancelling an Account
FTP/FTPS/SFTP Connections
Hosted~FTP~ IP Addresses
SFTP (RSA/DSA) Host Keys
Connect with Plain FTP
Connect with Secure FTPS/SFTP
Connecting with an FTP Client
FTP vs FTPS vs SFTP
Command Line (CLI)
How to connect to your remote site using the command line
How to login to SFTP with one line on Linux
Understanding FTP commands in the command line
Connecting through SFTP by Command Line (CMD)
Using PKI keys to connect to Hosted~FTP~ on linux
Importing PuttyGen PKI Keys to Linux
FTP/FTPeS command line error codes and their meaning
Windows Network Locations
Add Network Location Windows XP
Add Network Location Windows 10/8/7
MAC
Connecting from a Mac Computer Terminal
FileZilla
Using Filezilla with FTP/FTPS
Using FileZilla with SFTP
WebDrive
Connecting to WebDrive
Using WebDrive
WinSCP
Installing WinSCP
Uploading & Downloading with WinSCP
WinSCP Scripting
Executing WINSCP script from a saved site
Executing WINSCP script without a saved site
Transfer new and updated files only
Backup Scripts with WinSCP
Keep Folders up to date
AndFTP
Uploading & Downloading with AndFTP
Searching, Resume Support & Third-party Sharing with AndFTP
FTP, SFTP Use Cases in Industries
EDI document transfers
Integrating the Upload Plugin into your Website and Business
Accounting
Technology
Energy
Healthcare
Printing
Media
Analytics
Retail
Architecture
Finance
Legal
Construction
Education
Engineering
Insurance
Manufacturing
Real Estate
Call Center
Best Practices
Use Cases
Exporting EDI files to FTP for download
User Optimization
Create a Managed User
Giving a User Read-only Access
Giving a User Full Access
Default FTP Folder Destination
Set a 0GB Storage Quota
Deleting a User and Keeping their Files
Importing Multiple Users & Shared Folders
Importing Users in Bulk – Syntax and Definitions
Importing Restricted Shared Folders in Bulk – Syntax and Definitions
Detailed Steps and Example Templates for Importing
Exporting a User List
Combine multiple audit logs
Managing FTP Files and Storage in your Account
Moving Files from a User to an Administrator
Video Tutorials
QuickStart
FUSN
Branding
Web Interface
Home Tab
Files Tab
Web Plugin
AndFTP
AndFTP – Connecting, uploading and downloading
AndFTP – Searching, resume support and third-party sharing
WinSCP
WinSCP – Downloading, Installing and Understanding
WinSCP – Connecting with FTP, FTPS, SFTP, uploading and downloading
WinSCP Backup Script
CyberDuck
Cyberduck– Connecting with FTP,FTPS, SFTP, Uploading and Downloading
Cyberduck– Quick Look, Transfer Queue and Synchronizing
Cyberduck – Bookmarks, Editing and using Multiple Connections
FileZilla
FileZilla -Downloading, Installing and Understanding FileZilla
FileZilla – Connecting with FTP, FTPS, SFTP and uploading and downloading
FileZilla – Importing/Exporting Site Connections, Editing and Logs
FileZilla Tools – Bookmarking, Searching, using Multiple Connections
Our FTP Client Reviews
Desktop FTP Client Summary
Mobile FTP Client Summary
PSFTP Review : Our Rating 7.5/10
NetDrive Review: Our Rating 8.5/10
Filezilla Review: Our Rating 9/10
AndFTP Review:Our Rating 7.8/10
ES File Manager Review: Our Rating 5/10
FTP Ready Review:Our Rating 5/10
FTP On The Go Review:Our Rating 8/10
CyberDuck Review: Our Rating 9/10
Classic FTP Review: Our Rating 8/10
WebDrive Review: Our Rating 9.5/10
Fling FTP Review: Our Rating 9/10
SmartFTP Review: Our Rating 7/10
MultCloud Review: Our Rating 10/10
Troubleshooting
Hosted~FTP~ Quota Messages and Definitions
Error: QUOTA_USER_STORAGE or QUOTA_USER_BANDWIDTH
FTP/FTPeS command line error codes and their meaning
Troubleshooting FTP in the command line and common errors.
No matching host key found
Storage Quota Notification: Remedial action
Troubleshooting FTP in the command line and common errors.
Troubleshooting “Can’t verify publisher”
Troubleshooting Drag and Drop
Drag and Drop Troubleshooting for Mac
Troubleshooting FTP/SFTP client connection problems
Troubleshooting slow upload speeds on Windows
No matching host key found
File not visible to admin
File uploaded successfully but not visible in account
Usernames – Guidelines and Restrictions
Download Center
Contact Sales & Support
Joining GoToMeeting by Browser
Joining GoToMeeting by Client