Baskin Wealth Management

Access your portfolio reports online

We are pleased to introduce the Baskin Wealth Management Online Portal through which you will have a secure way to access your Quarterly Reports as well as view the market value and all holdings in your accounts updated on a monthly basis.

If you do not yet have access, please contact your Portfolio Manager, and we will provide you with your user name and a temporary password.

If you have access, the link below will take you to the sign-in page.

Important Information

Accuracy of data

Market values and holdings will be updated on the 2nd business day of each month using data from the last day of the previous month.

The market values on the BWM Online Portal have been reconciled against your custody statements, however, due to differences in some security prices, the timing of transactions, including the accrual of interest and dividends, the values and holdings may differ from that reported in your custody statements These variances are deemed immaterial by management. Custody statements should be relied upon for accounting and tax purposes.

Security

The BWM Online Portal has security measures in place to protect you against the loss, misuse and alteration of the information under our control. It important to remember, however, that the internet is a public place and there are steps you can take to further ensure security of your person information, including but not limited to –

  • Create a password that is complex and do not share it with anyone. (Must have 8-20 characters and one each of – lower case, upper case, number, special character)
  • Do not access sites with your personal information using public WiFi.
  • Keep your software up to date.

Privacy and Legal Information

Please review our Privacy and Legal Information.

david baskin