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Client Help Videos

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Updated BWM Client Portal for 2025

Learn to use the Updated Client Portal 2025: log in, view dashboard and accounts, sync custodian statements, and upload documents to your secure Base Wealth vault.
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Accessing Your 2024 Tax Documents

Watch this video to learn how to access your tax documents through our client vault.
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Accessing Your 2023 Tax Documents

Watch this video to learn how to access your tax documents through our client vault.
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Understanding Your Risk Number in Your Client Portal

Whether you're a seasoned investor or just starting out, understanding your Risk Number can pave the way for a more informed and confident investment strategy.
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Find Your Risk Number in Your Client Portal

In this video, we guide you through the process of locating and understanding your Risk Number within your client portal.
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Vault Overview & How to Upload Documents

Watch this video for an overview of how your document vault works, as well as how to upload new ones.
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2022 Tax Document Information

As a Base Wealth Management client, you should receive your paper tax documents via mail in the coming weeks. Or, if you previously had an online account with Pershing’s NetX360, you should be able to access your 2022 tax documents through that portal. 

If not, or if you experience any issues, please reach out to Tim O’Brien (tim.obrien@intervestintl.com).

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Get a FREE Roth 457 Guide!

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Get a FREE Roth 401(K) Guide

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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.
 

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-The Base Wealth Team

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