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Continued Client Website Enhancements

Did you know, the BasepointWealth client website includes a free "Data Aggregator". This means that, in addition to keeping up to date with your accounts managed by Basepoint Wealth, you can securely connect nearly any financial account from any institution to your Client Website.

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New Medicare Cards Are Coming

To help prevent fraud and fight identity theft, Medicare is removing Social Security Numbers from Medicare cards. Your new card will have a new Medicare Number that's unique to you.

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Mobile Experience Update Coming May 15

We’re updating the mobile version of the Client Website to include the same features you love from the desktop version—making your entire financial picture available on-the-go.

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