Important Notification for Existing BluVest Accounts

Effective as of 5:00 p.m. CST on May 31, 2018, HD Vest Advisory Services is no longer providing discretionary investment management services with respect to your BluVest accounts. An email was sent to the existing email address of record for account holders on 4/30/2018. A copy is also available here.

Existing clients continue to have complete access to their accounts at

If you are an existing client and have questions related to the previous management of your BluVest account, please send an email to or call (800) 214-9040.

We appreciate your understanding and thank you for your support of the BluVest program.