How to set up transaction alerts

At Blueleaf, we understand that time is the most valuable asset for advisors. In order to save you a tremendous amount of it, we have an alert system to keep your portfolio on track and save you from the hassle of checking the platform multiple times throughout the day.

To set up your transaction alerts, go to your dashboard and click on the Alerts icon

Then, click on Alert Settings.

Here, you can set transaction alerts which will be sent directly to your email once they have been activated.