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 
Or, click the "add a new connection" link at the top

 Next, you'll see the information from our data provider. Click the "Get started" button and then enter the name of your institution. 
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 and make sure it matches what is shown on the screen. 
   
Then, 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 multi-factor authentication (PIN)  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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