Blueleaf

Blueleaf Support Center

Changing held away account names and types

Last Updated: Feb 28, 2017 11:47AM EST
To change an account name and type:
 
1. If you are an advisor, click the "detailed reports & client portal" link for the client. For anyone else, proceed to step 2
2.  Click "accounts" on the left. Scroll over the account you want to edit, then click "Edit details" 
3. To change the account title, change the Name. 
4. To change the category, select from the Type options. 
5. Click "save" after you're done.

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