Help & Support

Help & Support

Use the question mark icon in the upper right hand corner of your screen to visit our Help Center. This Help Center is designed to review the above instructions in video format and for you to seek support in regards to your dashboard and how to work with your clients. Use the articles and videos to learn how get started on adding financial and goals, using the collaboration tools like the messaging feature and the vault, and how the dashboard is meant to provide you and your clients a better relationship. You can also access guides that guide you through the dashboard on how to perform key functions like adding accounts and goals and opening and transferring accounts. This Help Center is not meant to provide your client users to use.

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Client and Prospect Help Center

Clients and Prospects have their own Help Center branded to their needs. You can review the client dashboard by clicking here. This Help Center is for your client and prospects to learn how to use their dashboard and seek technical support. It does not provide them financial advice.

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Submit a Request

Both Help Centers allow you to use the Submit A Request button to seek technical support. 

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