Blueleaf Knowledge Base
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Client

  • How do I add held-away accounts to the Blueleaf portal?
  • Trouble logging in - Resetting password
  • Is my account up to date?
  • Setting up separate logins for spouses etc. (Secure Sharing)
  • Changing your email settings
  • How to update your held-away accounts
  • How do I delete a held-away account?
  • Hiding and unhiding accounts
  • Customizing Blueleaf with Groups
  • Manually closing held-away accounts
  • Changing held away account names and types
  • How do I download Blueleaf data to a spreadsheet?
  • How to set up MFA for your Blueleaf login as a client
  • Cash, Money Market, and Margin
  • Making sure you're signed out of Blueleaf on a public or work computer
  • Pending Transactions
  • Mobile App: how to change notification settings
  • How to navigate existing held-away connections

Categories

  • Advisors
  • Blueleaf Billing
  • Client
  • WealthGuard
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