Advisors
- Report Center: Personalize Your Intro Message
- Creating Households (a.k.a. Clients)
- How do I delete a custodial account?
- Merging client households
- Assigning Accounts to Households (a.k.a. Clients)
- Closing an account on Blueleaf
- Changing a client name
- Changing the name and type of an account, as an advisor
- How can I add a client's held-away accounts?
- Why we deliver support "email first"
- Why is Blueleaf secure? 3 simple reasons
- Display Individual Benchmarks on Client Reports
- How long before new client accounts show up in Blueleaf?
- How do I delete a manually entered holding?
- Core Custodian List
- How to Create a .pdf (Static) Report
- Custom Allocation: combining multiple asset classes
- Custom Allocation: creating categories and classes
- Branding Your Blueleaf Account
- How Do I Change my Password as an Advisor?