Changing your email settings

To adjust which emails you get from Blueleaf, just follow the instructions below.
 
1.  (Just for advisors; everyone else can skip to #2.)
Log into your dashboard and search for the client's record from the client list then click on "Detailed Reports & Client Portal". 
 
 
2. Click the "Preferences" link on the left-hand sidebar.
 
 
3. On the preferences page, go to the "Personal Info" tab.  There you'll be able to choose how you receive the weekly financial updates.
 
 


If you want to change the frequency of the weekly email, click the drop down box and select either weekly or monthly. If you want to disable the weekly email, deselect the check box. After you make your changes, click "update" at the bottom.
 
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