Overview
Blueleaf is a complete wealth management platform delivering high-engagement client experiences plus reporting, billing, and rebalancing for firms seeking growth and exceptional delivery for clients.
The information sent to Blueleaf includes:
- Account information
- Positions
- Transactions
- Tax lots
Enabling the integration
You can set up this integration for your firm by taking the following steps:
- Log in to your advisor dashboard and navigate to Settings > Integrations.
- Select Blueleaf from the list and click Connect to Blueleaf.
- You will see confirmation that the integration has been enabled. Data will be sent to Blueleaf within one business day.
- Send an email to vipsupport@blueleaf.com to let the Blueleaf support team know that you want to set up an integration with Betterment.
