Interact directly with your Blue Chip Partners team on all matters related to your advised account(s).

This app provides an easy way for you to connect with Blue Chip Partners,
including the ability to converse directly with your financial advisor
– all done personally and securely in an easy-to-use mobile app.

TOP FEATURES
• Interactive dialogue with your advisor, similar to messaging / texting.
• Dynamic interactive tools to allow you to view and upload attachments, annotate graphs, and even share video.
• Links to the Blue Chip Partners Portal to view all of your current financial information, including your document vault.
• Links to your custodians to view your current custodial statements, balance, and activity.
• And more!