Organize your financial life with your own wealth management portal.  Features include a daily update of everything you own and everything you owe.  Track your spending habits, set a budget, and monitor cash flow.  Use your document vault to securely store birth certificates, passports, tax returns, and more.

 

 

 

*If you are unable to log in, your internet browser may be blocking pop-ups.  Depending on your browser, you can click on the yellow bar or the red "x" in the address bar, and choose "always enable pop-ups for this site." 

 

Click the button to view only your Shareholders Service group accounts.

You will be asked for a Financial Organization Number.  This is 47Y.

 

Important Notice:

BlueSail Advisors LLC is providing these links on its website as a convenience to you, and by clicking any of these links you will be leaving the BlueSail Advisors website and entering an external site.