How to navigate existing held-away connections

This article will show you how to use filtering and sorting functionality to find specific held-away connections.

First, click on 'Add Connection' on the left side in your Blueleaf portal.

On this page, you can see all held-away accounts you’ve added through Blueleaf. On this screen, you can search by institution name or filter on connection status or data provider. 

Clear filters by clicking on the ‘X’ in the filter field

When you click on 'View Now' in the action items message, you will filter your connections to just show those in the ‘Needs Attention’ state.

If you run into any issues with this process, please email us at vipsupport@blueleaf.com and we'll be happy to help!