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BlueSky Client Login

NEW PORTAL LIVE JULY 2026! The link below will take you to your new client portal. Please update any saved bookmarks. Please reach out to us if you have any trouble logging in or need assistance.

252-633-0107 | clientservice@blueskywa.com

If you need assistance logging in to Schwab or need to talk to their team directly, please use this number: 800-515-2157

Download the BlueSky Portal app to access your client portal:

BlueSky Portal is the secure client portal app for clients of BlueSky Wealth Advisors. Access up-to-date account values, collaborate with your advisory team, and track your complete financial picture, including a full net worth snapshot across all your assets. Review performance, access shared documents, and stay on top of action items with your team. Your financial life, organized and always with you.

 

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BlueSky Wealth Advisors’ mission is to be indispensable in helping our clients improve their lives through the application of financial planning and investment strategies that address the unique circumstances and goals of each individual or family we serve.

Headquartered in New Bern, North Carolina with advisors and clients nationwide

2131 S Glenburnie Rd #8,
New Bern, NC 28562

Mon-Fri 8:00AM – 5:00PM

Some Areas We Serve