Blueleaf Support Center

How do I add held-away accounts to the Blueleaf portal?

Last Updated: Jun 02, 2017 05:15PM EDT

To add an a account to Blueleaf, follow these steps.
1. Log into Blueleaf, and click "accounts" on the left

2. In the upper-right corner of the page, there's a section called accounts & groups. Click the "add" link
3. In the search box that appears, enter the name of your institution.
4. You may be asked to choose from a number of options related to your financial institution. This part can be confusing.  To pick the correct option, find the web address of the page where you enter your username and password on the institution's website.
5. Click the institution name to log in to your account using the username and password you use to access your account on that website. If you have any security questions or pin numbers on that particular website, you may be prompted to enter those as well.

If you run into trouble connecting, please let us know by emailing, and we'll get back to you to help ASAP.


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