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Investment Opportunities > Separately Managed Accounts > Investor Login Print this page [ A ] [ A ] [ A ]


Login to your BlueChip Series account

Please select the appropriate link below to access your BlueChip Series account:


Investor reporting

Your BlueChip Series investment issues all investor reporting via your online login. Please follow the steps below to export investment reports:
  1. Login to your Account.
  2. Select Print Reports tab.
  3. Recalculate the date range if required by entering the date as DD/MM/YYYY in the date field near the top of your screen and then click Recalculate To.
  4. Select the check boxes for the reports you require.
  5. Select your preferred file format.
  6. Select Show Report to export the file.*
Please contact our office if you require further assistance.

*Troubleshooting: At this point, your internet browser pop-up window settings may prevent you from downloading the file by showing you a drop down warning bar near the top of the browser window. Please click on the bar and elect to download the file.

Troubleshooting for Pop-Up Windows
BlueChip Series SMA User Guide