Blueleaf Knowledge Base
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Advisors

  • Resending client invitations
  • Closing an account on Blueleaf
  • Report Center: Manage Report Templates
  • Archiving Households
  • Setting up alerts for document uploads
  • Blueleaf How-to Guide for BL Administrators
  • Managing inactive and $0 accounts
  • Creating Households (a.k.a. Clients)
  • Report Center: Personalize Your Intro Message
  • Why we deliver support "email first"
  • How do I delete a custodial account?
  • Managing an Office or a Large Firm by Creating Users
  • How to demonstrate Blueleaf to prospective clients
  • How to set up transaction alerts
  • Merging client households
  • How Do I Add Disclosures and Compliance Language to Blueleaf?
  • Assigning Accounts to Households (a.k.a. Clients)
  • Changing the name and type of an account, as an advisor
  • How long before new client accounts show up in Blueleaf?
  • How to Create a .pdf (Static) Report
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Categories

  • Advisors
  • Blueleaf Billing
  • Client
  • WealthGuard
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