See all your accounts in one, secure place. Achieve your goals faster by seeing how all your accounts work together.
Collaborating with your family and advisor. Settings allow you to control what others have access and control over.
Complete transparency into every single account and investment. See what you’re actually invested in.
We work with thousands of financial institutions to update your account information automatically and securely.
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.
This will open a new email in your email application.