Blueleaf

Blueleaf Support Center

Adding clients without custodied assets

Last Updated: May 07, 2015 01:08PM EDT
To add clients who only have held-away assets (or whose custodied assets you haven't added to Blueleaf yet):
 
1. Go to your dashboard and click the "Add New Client" button in the lower-left corner of your browser window.
 
 
2. Enter the client's name (e.g. "Bob Smith", "The Anderson Household", "Acme Industries") and then click save.
 
3. Now that the client appears in your client list, you'll need to invite them to Blueleaf so they can add custodied assets.  Click the "Invite to Blueleaf" button in the middle of the page.
 
 
4. In the form that appears below, enter the client's email address.  You'll be able to customize the message, and preview the message before you send it.

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