SECURE FILE UPLOAD
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Select a recipient
Select a recipient. This is who will be notified that you've uploaded a file. If unsure, contact your advisor for instructions.
Provide your info
Provide your name and contact information so the recipient knows who sent the file(s).
Attach your file(s)
Drag your file(s) into the box, or click "Browse files" to select file(s) from your computer.
Click "Upload" to submit your files. You'll receive a confirmation message on-screen when complete.
Use this form for Basepoint Wealth documents only. 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.