Welcome to BlueSky!
We’re excited to begin our journey together. This page will walk you through your onboarding process
Step 1: Access Your Client Portal
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.
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 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.
Take Your Risk Tolerance Questionnaire
- Log in to your BlueSky Client Portal
- Click the “Financial Planning” icon (second from top)
- Click on “Access Plan Details” (found on far right side of page)
- Click the “Morningstar Risk Profiler” button
- Click on the “Complete Your Questionnaire” link. There is a
separate link for each client to access their own questionnaire.
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.
Before Your Kick-Off Meeting, Please Upload:
- Driver’s License
Please upload a photocopy of driver’s license/government-issued ID. - Voided Check
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. - Recent Paystub (if applicable)
Please upload a recent paystub from your employer. - Investment Statements
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. - Recent Tax Returns
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.
→ Download Full Document Checklist
→ BlueSky Commonly Used Terms
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.
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.
Is BlueSky a good fit for me?
While we don’t have a required minimum level of wealth to work with our team, we do have a minimum price of $2,500 per quarter. Typically, we’ve found our services tend to be the best fit for individuals and families with at least $1M-$1.5M of money to invest.
We look forward to hearing from you!
Schedule a call to see if BlueSky would be a good fit…
If you’ve already met with us, or you’re ready for a deeper conversation…
