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BLUELEAF | Portal

Ask or enter a search term here. 36 Articles View All. Why is Blueleaf secure? Adding clients without custodied assets. How can I add a client's held-away . Archiving Blueleaf communications for co. 17 Articles View All. Changing account names and types. Hiding and unhiding accounts. Cash, Money Market, and Margin. Answering security questions to update a. Powered by Desk.com. Call Us @ (877) 882-5287. Http:/ assets1.desk.com/.

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BLUELEAF | Portal | support.blueleaf.com Reviews

https://support.blueleaf.com

Ask or enter a search term here. 36 Articles View All. Why is Blueleaf secure? Adding clients without custodied assets. How can I add a client's held-away . Archiving Blueleaf communications for co. 17 Articles View All. Changing account names and types. Hiding and unhiding accounts. Cash, Money Market, and Margin. Answering security questions to update a. Powered by Desk.com. Call Us @ (877) 882-5287. Http:/ assets1.desk.com/.

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support.blueleaf.com support.blueleaf.com
1

BLUELEAF | Pending Transactions

http://support.blueleaf.com/customer/portal/articles/303278-pending-transactions

Enter a search term here. Rsaquo; Pending Transactions. Last Updated: Jan 21, 2013 06:18PM EST. On the Overview and Holdings tabs you may see Pending (unreconciled) transactions. This is the difference between 1) the total balance and 2) the sum of cash, money market, margin, and holdings reported by your financial institution(s). The difference can be due to transactions which have not closed and rounding. I found this article helpful. I did not find this article helpful. Powered by Desk.com.

2

BLUELEAF | How can I add a client's held-away ...

http://support.blueleaf.com/customer/portal/articles/303245-how-can-i-add-a-client-s-held-away-accounts-

Enter a search term here. Rsaquo; How can I add a client's . How can I add a client's held-away accounts? Last Updated: May 07, 2015 01:17PM EDT. If youve already invited the client to view their information on Blueleaf, you can ask them to add the held-away account themselves. Alternatively, you can do so without inviting the clients as follows:. 1 Go to your dashboard. As usual. In the left-hand sidebar, click on the client of interest. I found this article helpful. I did not find this article helpful.

3

BLUELEAF | Adding clients without custodied assets

http://support.blueleaf.com/customer/portal/articles/303243-adding-clients-without-custodied-assets

Enter a search term here. Rsaquo; Adding clients without custodi. Adding clients without custodied assets. Last Updated: May 07, 2015 01:08PM EDT. To add clients who only have held-away assets (or whose custodied assets you havent added to Blueleaf yet):. 1 Go to your dashboard. And click the Add New Client button in the lower-left corner of your browser window. 2 Enter the clients name (e.g. Bob Smith, The Anderson Household, Acme Industries) and then click save. I found this article helpful.

4

BLUELEAF | Why is Blueleaf secure? 3 simple reasons...

http://support.blueleaf.com/customer/portal/articles/303239-why-is-blueleaf-secure-3-simple-reasons-

Enter a search term here. Rsaquo; Why is Blueleaf secure? Why is Blueleaf secure? Last Updated: May 07, 2015 01:06PM EDT. 1) Blueleaf protects you structurally because we are a read-only system. Even if someone managed to gain access to your Blueleaf account, they cannot move money. 2) Blueleaf doesn’t store your user name and password, EVER. 3) To prevent even the viewing of your data, Blueleaf has bank-level data security. Additional detail is available here: http:/ www.blueleaf.com/security/.

5

BLUELEAF | Email Us

http://support.blueleaf.com/customer/portal/emails/new

Enter a search term here. Email address is required. Exceeding max length of 5KB. Rsaquo; Email Us. Your email address (required). Powered by Desk.com. Call Us @ (877) 882-5287. Http:/ assets1.desk.com/.

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Ask or enter a search term here. 36 Articles View All. Why is Blueleaf secure? Adding clients without custodied assets. How can I add a client's held-away . Archiving Blueleaf communications for co. 17 Articles View All. Changing account names and types. Hiding and unhiding accounts. Cash, Money Market, and Margin. Answering security questions to update a. Powered by Desk.com. Call Us @ (877) 882-5287. Http:/ assets1.desk.com/.

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