How can I add a client's held-away accounts?

This article will tell you how to add a client's held-away accounts.

If you've already invited the client to view their information on Blueleaf, you can ask them to add the held-away account themselves. Alternatively, you can do so without inviting the clients as follows:
First, log into your dashboard as usual. Then, search for the client you wish to add the held-away account for.


Next, click on "Detailed Reports & Client Portal"
You'll now be in the the client portal. Click the "accounts" link in the left-hand sidebar.
 

 
At this point you'll be in the client's account page. In the upper-right corner of the page, there's a section called accounts & groups. Click the "add" link 
In the search box that appears, enter the name of the financial institution. 
You may see a number of options to choose from related to your financial institution. To choose the correct option, find the web address (URL) of the page where you enter your username and password on the institution's website and make sure it matches what it shown on this screen. 
Then, click the institution name to log in to your account using the same username and password you use to access your account on that website directly. If you have any security questions or PINs set up 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 vipsupport@blueleaf.com, and we'll get back to you to help ASAP. Keep in mind, you'll need the client's username and password for the held-away account, so either you could have them go through this process in your office, or if you have their login information you can do it yourself.
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