Advisors
- Adding Manual or Offline Assets to Blueleaf
- Managing an Office or a Large Firm by Creating Users
- How do I delete a client?
- How to demonstrate Blueleaf to prospective clients
- Why we deliver support "email first"
- How do I delete a custodial account?
- How do I delete a manually entered holding?
- How to Invite Clients (or Prospects) to their Blueleaf Households
- How to set up transaction alerts
- Closing an account on Blueleaf
- Merging client households
- How Do I Add Disclosures and Compliance Language to Blueleaf?
- Report Center: Personalize Your Intro Message
- Creating Households (a.k.a. Clients)
- Assigning Accounts to Households (a.k.a. Clients)
- Changing a client name
- Changing the name and type of an account, as an advisor
- How can I add a client's held-away accounts?
- Why is Blueleaf secure? 3 simple reasons
- Display Individual Benchmarks on Client Reports