Blueleaf

Blueleaf Support Center

Creating Households (a.k.a. Clients)

Last Updated: Jun 12, 2014 03:04PM EDT

There are 2 ways for advisors to create households on Blueleaf. Which method you use depends on whether you are creating clients who already have accounts on Blueleaf via a custodial feed or if you're creating a household for a client or prospect who does not already have accounts on Blueleaf.
 

Clients with Accounts on Blueleaf (Blueleaf ADMINs ONLY)

 
  1. Select "Settings" from the top navigation bar.


     
  2. From here, select the "Clients & Accounts" tab from the sidebar on the left side of the page.


     
  3. Create a client or household by selecting the accounts you'd like to include, typing the new household name in the box on the right. When you've completed the form, simply click on "Create New Client". That's it!

 

Clients with NO Accounts on Blueleaf

If you DO NOT have a custodial feed for a client this is how to create a client household on Blueleaf. If the client has accounts from a custodial feed, use the process above or have your Blueleaf Admin do it for you.

Click on "Add a New Client" at the bottom of your dashboard, type the client name, and click "Save". You're done!


 

Contact Us

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