Blueleaf Knowledge Base
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Advisors

  • 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
  • How to set up transaction alerts
  • Managing an Office or a Large Firm by Creating Users
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Categories

  • Advisors
  • Custom Allocations
  • Held-Away Accounts
  • Integrations
  • Mobile App
  • Reporting
  • Settings & Branding
  • Blueleaf Billing
  • Client
  • WealthGuard
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