Settings & Branding
- Client Experience Settings
- Customizing Blueleaf with Groups
- Merging client households
- Setting up alerts for document uploads
- How to set up MFA for your Blueleaf login as a client
- Managing an Office or a Large Firm by Creating Users
- How to set up MFA for your Blueleaf login as an advisor
- How Do I Change my Password as an Advisor?
- How Do I Add Disclosures and Compliance Language to Blueleaf?
- How to set up transaction alerts
- Privacy Mode
- Setting Up Account Tags