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STEP 1 - Get Acquainted with Your Client Portal
STEP 2 - Take Your Risk Tolerance Questionnaire
STEP 3 - Continue Uploading Documents
STEP 4 - Prepare for Your Meeting

Set Up Your Client Portal

  1. Click here to visit the “Client Login” page.
  2. 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: Get Acquainted with Your Client Portal and Schwab Alliance

The BlueSky client portal is a robust platform 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.

BlueSky Client Portal

 

 

BlueSky and Schwab work seamlessly 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.

Schwab's Client Learning Center

Follow the steps below to take your Risk Tolerance Questionnaire.

  1. Log in to your BlueSky Client Portal

  2. Along the left-side navigation menu, click the "Financial Planning" icon (second from the top)

  3. Click the "Access Plan Details" button

  4. Click on your name in the upper left

  5. Click "MorningStar Risk Profiler"

  6. Click the "Complete Your Questionnaire" link. There is a separate link for each client 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.

bluesky_office-foyer

 

 

Step 3: Continue Uploading 
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.

Checklist of Required Documents

 

BlueSky Commonly Used Terms

BlueSky Planning

 

Step 4: Prepare for Your Meeting

At this first meeting, you'll meet the team, address any of your pressing questions, and explore important topics such as:

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