How to request a new Blueleaf connection at Scottrade

To request a new Blueleaf connection at Scottrade send the below email to: and replace the 4 [bracketed] sections.

This process allows us to track and follow up with Scottrade as necessary. Any other process may result in a delay in your setup on Blueleaf.

Subject: Blueleaf connection

Please set up Blueleaf, Inc. to receive a daily data feed for [name of firm], [master account #] as soon as possible.

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