Set Up Your Client Portal
- Click here to visit the “Client Login” page.
- Enter your temporary username and password that we texted to you.
In the future, you can access your portal through the “Client Login” link at the top of our website.
Step 1: Access Your Client Portal
The BlueSky client portal is a robust platform that has been designed to enhance your client experience.
It integrates with our sophisticated planning tools to deliver real-time portfolio information, aggregates all assets and liabilities to track overall net worth, and provides a means for securely sharing confidential information.
Follow the steps below to take your Risk Tolerance Questionnaire.
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Log in to your BlueSky Client Portal
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Along the left-side navigation menu, click the "Financial Planning" icon (second from the top)
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Click the "Access Plan Details" button
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Click on your name in the upper left
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Click "MorningStar Risk Profiler"
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Click the "Complete Your Questionnaire" link. There is a separate link for each click to access their own questionnaire.
Step 2: Take Risk Tolerance Questionnaire
Risk tolerance is essentially how much risk one is willing to take on with their investments, and is one of four components we use to develop your asset allocation. The other three factors are Risk Capacity, Expected Return, and Required Return.
Everyone’s risk tolerance is going to be different. We use a 25-question Risk Tolerance Questionnaire to help us determine your individual attitude involving financial risk.
Before Your Kick-Off Meeting, Please Upload:
Please upload a photocopy of driver's license/government-issued ID.
Please upload a photocopy of a voided check from your primary/preferred checking account. We'll set up an electronic link to easily transfer funds between your checking and Schwab brokerage account.
Please upload a recent paystub from your employer.
Please provide the latest statement for all retirement or investment accounts.
This includes all IRAs, 401(k) plans, brokerage accounts, stocks, bonds, mutual funds, Restricted Stock Units (RSUs), Employee Stock Purchase Plan, Stock Options, and/or annuities.
Please provide your two most recent years' tax returns.
After your Kick-Off Meeting, your team will likely request additional documents as needed. A more comprehensive list of documents can be found below.
Step 3: Upload Your Documents
The following documents are necessary for us to get a complete picture of your financial situation and to
better serve you in the planning process.
Please use the link provided in your welcome email to securely upload your documents.
Note: Not all items will be applicable to your situation.
BlueSky and Schwab work seamlessly together to provide the best possible investment experience. Schwab’s Client Learning Center explains the custodian/advisor relationship and shows you what you can expect as a new client of Schwab.
Step 4: BlueSky & Charles Schwab
BlueSky has used Charles Schwab as our trusted custodian since the firm was started. The custodian is the independent financial institution that creates your accounts, safeguards your money, and allows BlueSky to manage the accounts on your behalf.