How To Integrate Blueleaf with inStream financial planning
To sync your Blueleaf and inStream accounts:
- Contact inStream and they will make the integration available to you.
call 1-800-444-1115, extension 3 (*3)
OR submit a support ticket
- Enter your Blueleaf API - How To
- Import client accounts - How To
If you're NEW to inStream:
- Create an inStream account.
- Import your client households. You can import using a CSV file
- Follow instructions above.