How Do I Add Disclosures and Compliance Language to Blueleaf?

This article will show you how to add disclosure and compliance language to your client email communication and custom login screen for Blueleaf.

First, go to your advisor dashboard, click your profile picture on the upper right side of your screen. and click  Settings

Once on the Settings page, click on the Compliance tab on the left.

Here, you can enter your disclosures and compliance language in the "Disclaimer" box.

Once you have completed this, each system email will have the disclaimer on the bottom as shown below.


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