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. 
       email support@instreamwealth.com
       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.