Blueleaf - First Steps for Integration

The integration with Blueleaf allows users to pull their clients’ Blueleaf accounts into inStream and automatically update those account values every day.  

Before getting started, please contact us at, call inStream Support at 1-800-444-1115 extension 3 (*3), or submit a support ticket so that we can turn on the integration for you.

We will let you know when the integration is turned on and ready for you to move on to Setting up the Blueleaf Integration.  

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