Once you have completed the First Steps for the Blueleaf Integration, you can follow the steps below to get the integration set up in inStream:
Login to Blueleaf. 
After logging into Blueleaf, click on Settings on the top right. Please enable your API access token by checking the box, and then copy the "Current API Token".
Now it's time to log back into inStream.
Within inStream, go to Settings tab then click on the Integrations tab. You will find Blueleaf under the Portfolio Manager section. Click Edit to enter your Blueleaf API Token.
Paste the Blueleaf API Token you copied from Blueleaf in the field and click the Connect to Blueleaf button.
You should receive a message that you have successfully linked your Blueleaf account to inStream. Take a look at our support article Importing Accounts from Blueleaf to link up your Blueleaf accounts to your clients and start planning! 
Note: If you receive an error message, please be sure that your token was correctly copied and pasted. If you continue to have problems, please submit a support ticket or contact us at support@instreamwealth.com.
Comments