Account Access

CLIENT PORTAL

This is the new client portal where you may log on and view all of your accounts with me, no matter where they are held or with what company. You can monitor all your account balances, activity, transactions and performance any time, anywhere on this secure, easy to use website.

This is where you log on if you have accounts with us at Charles Schwab and you’ve signed up, or would like to sign up for e-delivery of your statements, transaction confirmations, tax documents, shareholder documents and prospectuses.

CLIENT INTAKE FORM

This form is for new clients opening an account. The information requested is critical to our getting started.

Choose your advisor

Dan DiLascia

Sean Koscho

Get a FREE Solo 401(K) Guide

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Get a FREE Roth 457 Guide!

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 *We protect your data and HATE spam.
 

Get a FREE Roth 401(K) Guide

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Name*
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 *We protect your data and HATE spam.
 

Get a FREE Solo 401(K) 2-Pager for FireFighters

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Get a FREE copy of Divorce the IRS

If you would like to request a physical copy of Divorce the IRS, please fill out the form below.

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 *This book is most suitable for households with $250K or more in investable assets.
 

OOPS!

You’ve stumbled across an element that isn’t quite ready for the web yet. We’re working on a lot of new features so stay tuned.

-The Base Wealth Team