Why You’ll Love Blueleaf

Blueleaf simplifies tracking all your savings and long-term financial goals while making everything you own transparent, understandable, and controllable.

  • – Track Everything –

    See all your accounts in one, secure place. Achieve your goals faster by seeing how all your accounts work together.

  • – Better Decisions –

    Collaborating with your family and advisor. Settings allow you to control what others have access and control over.

  • – Total Transparency –

    Complete transparency into every single account and investment. See what you’re actually invested in.

From The "Savings & Investment" Blog N

Tell your financial advisor about Blueleaf…

It’s the best way to get yourself on Blueleaf. The button on the right will launch your email application with a pre-written email (to make your life a bit easier) that you can send your advisor. Simply add your financial advisor’s email address and send.

Tell Your Advisor

This will open a new email in your email application.

To start, tell us who you custody with…

Get In Now!

The best way to start using Blueleaf is to tell your financial advisor about us. You'll be doing them a favor if you do ;)

  Your Email (we will keep your email completely private) *
  Your Advisor's email (to invite them to Blueleaf *
  Your Advisor's Firm Name *

Request An Invitation

We sometimes let new customers in depending on certain circumstances. Let us know you're interested and at some point we may email you an invitation. Thanks!

 Email (we will keep your email completely private) *