Your Personal Website:  Mobile Access

Access your Basepoint Wealth client website from any device, anywhere

Adding a Shortcut to your Client Website

You can bookmark the Basepoint Wealth client website to your phone's home screen, allowing you quick access similar to an app on your phone.  Doing this takes a few quick steps.  Your browser may look slightly different, but the application should be similar.  

Step 1:  Go to the client website login screen on your device

Visit and click Client Login

Step 2: Select the "share" button on your mobile browser

Step 3: Select "Add to Home Screen"

Step 4: Enter a name for the shortcut, and click "Add"

Suggest:  "Basepoint Wealth"

Request an Appointment

In a brief introductory conversation we can get to know you, your situation, and then connect you with an advisor that best fits your needs and goals.

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Your message has been sent successfully, you can expect a response within 1 business day. For more urgent requests, please contact our office (319) 826-1898