Advisors
- Creating Households (a.k.a. Clients)
- Why we deliver support "email first"
- How do I delete a custodial account?
- How to demonstrate Blueleaf to prospective clients
- Changing the name and type of an account, as an advisor
- How long before new client accounts show up in Blueleaf?
- Assigning Clients to Advisors
- Adding clients without custodied assets
- Wealthguard: advisor and client messaging
- Blueleaf and Portfolio Accounting/Management Systems
- Archiving Blueleaf communications for compliance purposes
- How to send a performance report with a simple link
- How to Find and View Households (a.k.a. Clients)
- Wealthguard: creating threshold models
- Wealthguard: activating an account