is a secure online environment available to our clients who have assets held in custody on the Charles Schwab Institutional platform. With , 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 Schwab Alliance 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.
