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.

2

Provide your info

Provide your name and contact information so the recipient knows who sent the file(s).

3

Attach your file(s)

Drag your file(s) into the box, or click "Browse files" to select file(s) from your computer.

4

Upload

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.