Client Secure Accounts

Log in to see your accounts.

 


Blueleaf

Login to see performance, allocation, balances, etc. for all of your accounts managed by Verisail.  You can also use Blueleaf as an aggregation tool by adding any outside accounts, such as your mortgage, 401(k), bank, etc.

 

 


Charles Schwab

Login to Charles Schwab & Co., Inc. to retrieve monthly statements, 1099s, and other important tax docs for all of your accounts managed by Verisail.