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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.

Wealth Management System

Click the button to view your Personal Financial Management website.

Shareholders Service Group

Click the button to view only your Shareholders Service Group accounts. You will be asked for a Financial Organization Number. This is 47Y.

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.”

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.