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Bluesun Advisor - Add as a trusted site

security permissions, update browser, add a trusted site instructions, wealthserv system error

WINBIG avatar
Written by WINBIG
Updated over 3 years ago

If you are unable to access specific areas such as reporting within Bluesun Advisor, it could be due to recent browser updates. If you receive the WealthServ System Error when trying to access options within Bluesun Advisor, please try the following:

When operating systems complete automatic updates, your security permission to allow sites such as the Bluesun Advisor portal, may be removed.

If you are using Chrome, please ensure your browser security permissions allow Bluesun Advisor as a trusted site.

Below are the steps to add Trusted sites and to remove the pop-up blocker on Google Chrome.

How to Add Trusted Sites

If you are using Chrome

  1. Click the three vertical dots icon located on the far right of the Address bar

  2. Click on Settings, then go to PRIVACY AND SECURITY

  3. Click on SITE SETTINGS

  4. Scroll down to ADDITIONAL CONTENT SETTINGS, then choose INSECURE CONTENT

  5. Enter the URL of your Trusted Site, then click Add.

How To Allow Sites

  1. Click the three vertical dots icon located on the far right of the Address bar

  2. Click on Settings, then go to PRIVACY AND SECURITY

  3. Click on SITE SETTINGS

  4. Scroll down to CONTENT and click on Pop-ups and redirects

  5. Click Add in the Allow section to add the site.

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