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)
- How to update your held-away accounts
- Changing your email settings
- How do I delete a held-away account?
- Hiding and unhiding accounts
- Customizing Blueleaf with Groups
- Manually closing held-away accounts
- How to set up MFA for your Blueleaf login as a client
- How do I download Blueleaf data to a spreadsheet?
- Changing held away account names and types
- 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