Advisors
- Merging client households
- Time-Weighted Returns in Blueleaf
- Setting up separate logins for spouses (as an advisor)
- Upload Email Addresses to Households
- How to create a performance report including multiple time periods
- Assigning Accounts to Households (a.k.a. Clients)
- Add an email address without inviting the client
- Resending client invitations
- Set up default subfolders for all clients
- Share documents with all clients
- Document Sharing Overview
- Changing a client name
- Setting up alerts for document uploads
- Client Experience Settings
- How to exclude specific accounts from performance
- How to Create a .pdf (Static) Report
- How can I add a client's held-away accounts?
- Custom Allocation: creating categories and classes
- How do I schedule an Automated Information Delivery?
- Manage Templates for Automated Client Emails