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 "Gear Icon" on the right hand side, and then click "Profile"

 

3. Then scroll to the bottom of the Profile tab, and you will see the frequency you can choose for the email to be sent out. You can choose "weekly" or "monthly" and then hit update.