How To Integrate Blueleaf with inStream financial planning

To sync your Blueleaf and inStream accounts:  

  1. Contact inStream and they will make the integration available to you. 
        call 1-800-444-1115, extension 3 (*3)
        OR submit a support ticket
  2. Enter your Blueleaf API - How To
  3. Import client accounts - How To

If you're NEW to inStream:

  1. Create an inStream account.
  2. Import your client households. You can import using a CSV file
  3. Follow instructions above.


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