How do I add held-away accounts to the Blueleaf portal?


To add an account to Blueleaf, follow these steps.
 
First, log into Blueleaf, and click "accounts" on the left

 
Then, 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.

 
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