Updates to the Base Wealth Income Portfolio - Base Wealth Management

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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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*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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