Basefund

Create your Basefund account from an invitation, sign in with your individual work email, and access the closing or transaction shared with you.

Creating Your Basefund Account and Signing In

Resolve common invitation, email, passkey, and account-access issues when signing in to Basefund.

Troubleshooting Sign-In

Learn why Basefund validates receiving bank accounts, how microdeposit validation works, and how validation differs from account assignment and approval.

How Bank-Account Validation Works

Understand how shared organizational email addresses can receive Basefund notifications and why an individual work email is still required for sign-in and verification.

Using a Shared Mailbox in Basefund

Learn how transaction-specific insurance works, what must be completed before a disbursement can qualify, and where to find the terms that govern coverage.

Understanding Basefund Transaction Insurance

Definitions of the transaction, participant, account, and security terms used throughout Basefund.

Basefund Glossary

Answers to common Basefund questions about your account, transactions, participants, funds, security, and the day-to-day mechanics of using the platform.

Security & Account

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Build your first workflow and watch it run end to end.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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