Mobile App Settings

This article will show you how to configure your mobile app settings  to give your clients the best experience while they use the My Financial Advisor app by Blueleaf. 

First, go to your settings on the Advisor dashboard:

Then, click on Mobile App Settings:

Here you will see the various customization options for the mobile app.

  • Upload logo
  • Choose a color
  • Add a profile photo
  • Enter your name, title and firm name
  • Address (this needs to be filled out completely to have the in-app map appear)
  • Contact preferences (this will show up as contact options in the app)

Remember to click save when you're done!

 

Logo recommendations

  • The image must have square dimensions
  • A thumbnail size image (120 x 120 pixels) will appear better, and avoid issues caused by scaling down the image
  • Images with lots of text are not recommended

If you need assistance with modifying your image file to meet these recommendations, don't hesitate to contact our support team

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us