Statements, disclosures, and notices on a schedule auditors trust.

Send statements, regulatory notices, tax documents, and certified letters through a HITRUST-certified pipeline with proof of delivery on every piece. Built for banks, lenders, insurers, fintechs, and wealth managers who answer to regulators.

Financial services direct mail

Capabilities

Built for the work compliance teams actually own.

High-volume statements
Run monthly, quarterly, and annual statement cycles with variable per-page data. Insert windows, perforated tear-offs, and BRE envelopes handled inline.
Disclosures and notices
Initial disclosures, change-in-terms, privacy notices, and regulatory letters. Letter shop work that meets the deadlines and the format rules.
Certified mail with proof of delivery
USPS Certified, Return Receipt, and Certificate of Mailing. Tracking numbers and signed receipts captured back into the API for audit storage.
Tax document mailings
1099, 1098, and W-2 runs in the tight pre-deadline window. Secure handling, double-window envelopes, and verified mailing dates on every piece.
HITRUST-certified facility
Print operations inside a HITRUST-certified environment. Encryption in transit and at rest, audit logs on every data touch, and SOC-friendly controls.
Audit trails on every piece
Intelligent Mail barcodes plus per-piece event logs. Know exactly when each notice printed, mailed, was scanned in transit, and delivered.
HITRUST
Certified facility
24hr
Print-to-ship turnaround
100%
Pieces tracked and logged
25+
Years of regulated mail experience
HITRUST-certified
Production inside a HITRUST-certified facility with SOC-friendly controls and encrypted data handling end to end.
Audit-grade event logs
Per-piece event logs: queued, printed, mailed, scanned, delivered. Pull them back into the API for case files.
Certified-mail native
USPS Certified, Return Receipt, and Certificate of Mailing handled inline. Tracking numbers and signed receipts returned via API.
25+ years of regulated mail
Twenty-five years running statement and notice mail at scale. We have already seen your edge case.

Use cases

From statement cycle to certified notice.

Monthly statements
High-volume statement cycles with per-account variable data. Insert windows, BRE returns, and perforated tear-offs in a single pipeline.
Regulatory notices
Change-in-terms, privacy notices, escheatment letters, and required disclosures. Templated, audited, and mailable in 24 hours.
Tax-season mailings
1099, 1098, and W-2 runs that hit the deadline. Secure handling and verified mail dates ready for IRS and state audit requests.
Account-opening kits
Welcome packets with signed agreements, debit cards, ID confirmations, and starter materials. Branded, personalized, and shipped the day the account opens.
Certified collections and legal notices
Certified mail with return receipts and certificates of mailing. Tracking, signatures, and audit trails captured back into the API.
Cross-sell and reactivation
Trigger personalized offers off product events. Reach customers who have opted out of email or stopped engaging with digital channels.

What everyone is saying

Trusted by banks, lenders, insurers, and wealth firms.

We replaced two statement printers and a separate certified-mail vendor with MailStream. One contract, one API, one audit log, and tax season ran without a single late notice.

Sarah L.

VP of Operations, Foundry Federal Credit Union

The HITRUST certification and per-piece tracking got us through our SOC 2 audit without a single mail-related finding. The integration took our team a week.

Andre B.

Director of Compliance, Cornerstone Lending

Certified notices used to take a week and three phone calls per batch. Now they go out the same day they are queued, and we get proof of delivery webhooked straight to our case management system.

Helena V.

Operations Lead, Meridian Wealth Advisors

Credit unions, community banks, fintechs, insurers, and RIAs use MailStream to run regulated mail without juggling three vendors or a paper audit trail.