Blueleaf Knowledge Base
  • Contact
  • Contact

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 Do I Change my Password as an Advisor?
  • How to set up MFA for your Blueleaf login as an advisor
  • How Do I Add Disclosures and Compliance Language to Blueleaf?
  • How to set up transaction alerts
  • Setting Up Account Tags
  • Privacy Mode

Categories

  • Advisors
  • Custom Allocations
  • Held-Away Accounts
  • Integrations
  • Mobile App
  • Reporting
  • Settings & Branding
  • Blueleaf Billing
  • Client
  • WealthGuard
No results found

© Blueleaf 2025. Powered by Help Scout