Blueleaf

Blueleaf Support Center

Adding clients without custodied assets

Last Updated: Nov 07, 2018 10:11AM EST
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 Prospect/Client" button near the top.
 
 
2. Enter the client's name (e.g. "Bob Smith", "The Anderson Household", "Acme Industries") and then click add.
 
3. Now that the client appears in your client list, you'll need to invite them to Blueleaf so they can add held-away assets. Find out how to invite a client here

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