Feel free to call us

(321) 473 4423 M-F 9am-5pm ET
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Online Access

AdvisorClient.com is a secure online environment available to our clients who have assets held in custody on the TD Ameritrade Institutional platform. With AdvisorClient.com, you can:

  • View real-time account balances, positions and transaction history
  • View individual account information or select Combined Accounts for a combined view
  • Use the convenient search box for information on symbols and other information pertaining to holdings
  • View important documents, such as account statements, confirmations and tax forms
  • Leverage a customizable dock feature to take advantage of the space available on larger monitors
  • Use the Site Menu for one-click access to virtually all areas of the website
  • View a convenient Market Snapshot
  • Access personal information, contact information, and the AdvisorClient Security Center
  • Submit feedback to help us improve the site
Please speak with your BlueSkye Investment Adviser to enable access to the AdvisorClient.com portal, or email us at technology@blueskyegroup.com and someone will reach out to you within 24hrs.