Advisors
- Custom Allocation: creating categories and classes
- 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
- 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