Advisors
- Understanding The New Advisor Navigation
- Why We're Email-First (And Why That's Actually Better For You)
- How to Invite Clients (or Prospects) to their Blueleaf Households
- Adding clients without custodied assets
- How long before new client accounts show up in Blueleaf?
- Changing the name and type of an account, as an advisor
- Closing an account on Blueleaf
- Creating Households (a.k.a. Clients)
- How do I delete a custodial account?
- How do I delete a client?
- Branding Your Blueleaf Account
- Custom Allocation: alert settings
- Report Center: Generate Reports Across Multiple Clients
- Report Center: Manage Report Templates
- Report Center: Personalize Your Intro Message
- BAA AccountView: Adding a New Custodian
- Where do I find my Blueleaf API key?
- How Do I Add Disclosures and Compliance Language to Blueleaf?
- How Do I Change my Password as an Advisor?
- How to set up MFA for your Blueleaf login as an advisor