Client Portal
The BluKestrel Client Portal is a secure hub where your planning details, documents, and action items live. New clients receive portal access after selecting a financial planning option.
Meet Scout—Your friendly financial lookout!
You’ll see Scout throughout the portal with timely tips, reminders, and pointers to helpful resources as you work through your plan!
What you’ll find inside:
Guided onboarding: step-by-step tasks so you know exactly what comes next.
Document vault: upload and receive files securely.
Plan progress: track deliverables, meetings, and next steps.
Messages & updates: connect with the planning team in one place.
Helpful tips & resources: quick explainers, checklists, and how-tos curated by our CFP® team.
Access
Portal access is granted after you select a financial planning service. If you’re not a client yet, choose a plan to get started—your portal invitation will follow! Find your plan