Blue Chip Client Access
Client Toolbox
We know your time is valuable. We hope you find these links helpful and convenient. Choose your destination below.
- Blue Chip Client Portal
- eMoney Advisor
- Raymond James Client Access
- Schwab Client Access
IMPORTANT NOTICE
You are now leaving the Blue Chip Partners Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer, and is not affiliated with Blue Chip Partners or any advisor(s) whose name(s) appears on this Website. Blue Chip Partners is independently owned and operated. Schwab neither endorses nor recommends Blue Chip Partners. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Blue Chip Partners under which Schwab provides Blue Chip Partners with services related to your account. Schwab does not review the Blue Chip Partners Website(s), and makes no representation regarding the content of the Website(s). The information contained in the Blue Chip Partners Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
New Client Document Checklist
To enable us to give the best possible financial planning services, please provide copies of the financial documents included in the downloadable checklist below.
