Client Help Videos

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Accessing Your Tax Documents in the Vault

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

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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Accessing Your Statements in the Vault

Watch this video to learn how to access your statements through our client vault.
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Intro to Your New Client Portal & Dashboard

Watch this video to get familiar with our client portal.

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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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