Current Clients

Account Access

As a client of Blue Summit Wealth Management, you are entitled to view your account and run various reports, 24 hours a day, 7 days a week, by utilizing our secured Account Access portal.

  • Client Statements - Your site for consolidated account statements and reports.
  • Foliofn - Your site for account access to your Folio accounts.

Client Action Network (CAN)

In addition to these client privileges, you may also get involved with our Client Action Network (CAN), to work with other community members to put collective pressure on companies as shareholders to adopt more socially responsible and sustainable business practices. The Client Action Network (CAN) is a group of Blue Summit clients that meet quarterly to work on various Shareholder Activism initiatives. Efforts include filing shareholder resolutions, joining other active shareholder groups across the country, writing letters to political officials, and attending corporations’ annual shareholder meetings.  Issues of concern include things like climate change, corporate political contributions, governance ethics, product safety, women and minority rights, environmental degradation, sweatshop labor, and workplace safety.

If you are a current client and would like to get involved in CAN, please click here to be included on our internal discussion group and to receive other information for becoming a CAN activist.

Not a client?

Click here to contact an advisor today!