Blueleaf Support Center

How can I add a client's held-away accounts?

Last Updated: Jan 17, 2017 01:49PM EST
If you've already invited the client to view their information on Blueleaf, you can ask them to add the held-away account themselves
Alternatively, you can do so without inviting the clients as follows:
1. Go to your dashboard as usual.  In the left-hand sidebar, click on the client of interest.

2. Click on "Detailed Reports & Client Portal".

3. You'll now be in the the client portal.  Click the "accounts" link in the left-hand sidebar.
4. At this point you'll be in the client's account page, and you can just follow the same instructions instructions as your client -- start at step 2
You'll need the client's username and password for the held-away account, so either you could have them go through this process in your office, or if you have their login information you can do it yourself.

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