Advisors
- BAA AccountView: Adding a New Custodian
- Client Experience Settings
- Selecting the "marketing contact" for a client
- Core Custodian List
- How can I add a client's held-away accounts?
- How to create a performance report including multiple time periods
- How to Invite Clients (or Prospects) to their Blueleaf Households
- Linking to the "My Financial Advisor" mobile app
- Changing a client name
- Mobile App Welcome Message
- Branding Your Blueleaf Account
- How to set up MFA for your Blueleaf login as an advisor
- How do I delete a client?
- Why is Blueleaf secure? 3 simple reasons
- Wealthguard: Review and Alert thresholds explained
- How do I delete a manually entered holding?
- Resending client invitations
- Closing an account on Blueleaf
- Report Center: Manage Report Templates
- Archiving Households