Portal Access
Use the Client Portal to create an account, sign in, reset your password, and continue to secure upload.
Open Client PortalSupport
Client Support
Help for account access, secure uploads, worksheets, and the BlueRidge client app.
Document Uploads
Upload PDFs, images, spreadsheets, tax documents, and completed worksheet attachments through the portal.
Go to UploadWorksheets
Complete intake and tax worksheets from the Resources page, then attach them to your upload package.
Open WorksheetsNeed Help?
Call BlueRidgeAdvisoryPLLC at 802-373-4396. Service is available 24 hours.
If you are having trouble signing in, use the password reset option on the portal page. If you believe your account or documents may have been accessed by someone else, call the office immediately.