Secure File Upload


Powered by Citrix ShareFile®

Instructions

Securely upload documents to your advisor team by utilizing the Citrix ShareFile® powered form below. Indicate the intended recipient of your file, enter your personal email and name (for identification purposes only), attach your file(s) and click the Upload button.

Note: If you are uploading documents for tax preparation by Basepoint Tax & Accounting, please click here to be redirected to the tax & accounting secure file site.