Investment Forms & Links


In the mean time, you can access your investment portfolio online through our investment back-office. Through this service, you will be able to view your current holdings and World Class client history.

Clients: If you haven't received an email invitation for your Blueleaf Client Portal yet, please email to request access. Our Blueleaf system is in the process of being built out at this time, so some account history may be unavailable. We are working to have all records online shortly.

Having trouble finding what you're looking for? Please feel free to Contact Us with any questions you have regarding our website or Services and we'll be happy to help you!

Investments Tax Services Insurance
World Class Unlimited

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Investments & Insurance Division: 5330 College Blvd. Leawood, KS 66211  |  Phone 913.327.1043  |  Fax 913.327.7883

Tax & Payroll Division: 8080 Conser St, Overland Park, KS 66204  |  Phone 913.262.1116  |  Fax 913.220.2974

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