Blueleaf Knowledge Base
  • Contact
  • Contact

Advisors

  • How can I add a client's held-away accounts?
  • How do I schedule an Automated Information Delivery?
  • How to Create a .pdf (Static) Report
  • Client Experience Settings
  • Merging client households
  • Managing an Office or a Large Firm by Creating Users
  • How to set up transaction alerts
  • How to set up MFA for your Blueleaf login as an advisor
  • How Do I Change my Password as an Advisor?
  • How Do I Add Disclosures and Compliance Language to Blueleaf?
  • Where do I find my Blueleaf API key?
  • How to set up an integration with a Blueleaf partner
  • How to request a new Blueleaf connection at Scottrade
  • How To Integrate Blueleaf with inStream financial planning
  • BAA AccountView: Adding a New Custodian
  • Mobile App Welcome Message
  • Linking to the "My Financial Advisor" mobile app
  • Troubleshooting Printed Reports coming out Black and White
  • Report Center: Personalize Your Intro Message
  • Report Center: Manage Report Templates
  • 1
  • 2
  • 3
  • 4

Categories

  • Advisors
  • Custom Allocations
  • Held-Away Accounts
  • Integrations
  • Mobile App
  • Reporting
  • Settings & Branding
  • Blueleaf Billing
  • Client
  • WealthGuard
No results found

© Blueleaf 2025. Powered by Help Scout