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:
- Login to your Account.
- Select Print Reports tab.
- 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.
- Select the check boxes for the reports you require.
- Select your preferred file format.
- 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 |