Access Your Account

To access the BLB&B Advisors Client Portal, please click here.

Use this portal for up to date information on your managed accounts including holdings, transactions, year to date tax information, performance, our secure document vault, and contact information for your BLBB team.  For clients using Pershing as their custodian, our secure document vault also includes monthly Pershing statements and year-end tax documents.

This information is also available in the BLBB app which is available for Apple and Android. (Not for Employer Sponsored Plans)

 

To access your Custodian’s, please click on a link below:

Use these portals to control the electronic delivery preferences for custodian monthly statements, trade confirmations, proxies, annual reports, and other documents sent by your custodian.  These portals also provide access to electronic versions of custodian monthly statements and year-end tax documents.

 

Pershing                                               Fidelity                                                 TradePMR 

 

For employee participants and plan sponsors working with BLB&B Plan Services:

To access the BLB&B Plan Services participant portal for 401(k) retirement plans, please click here.

To access the BLB&B Plan Services Secure File Transfer for Plan Sponsors, please click here.

 

 

 
ASSETS UNDER MANAGEMENT FEE
FIRST $1,000,000 1.00%
NEXT $1,000,000 0.85%
NEXT $3,000,000 0.70%
NEXT $5,000,000 0.55%
THEREAFTER 0.40%
MINIMUM FEE $1,500