Open the in-app chat launcher in the lower-right corner of the advisor application for product questions, troubleshooting, or feedback. You can also open Help Center from the advisor profile menu to search the current product documentation.
How do I ask Support for help?
Open the in-app chat launcher.
Describe the client area and exact page where the issue occurred.
Include the visible error, approximate time, and the action you attempted.
Attach a screenshot when it does not expose credentials or unnecessary sensitive data.
Explain the result you expected and whether the issue repeats.
For an extraction issue, include the filename and format. For linked accounts, include the institution, account mask, status, and last-sync time. For a calculation, include the scenario or Goal and the inputs you already verified.
Never send passwords, institution credentials, full account numbers, or authentication links in chat. Use the approved secure method if Support requests a client document.
Clients should contact their advisor about planning advice and portal access. The advisor can escalate a repeatable product issue through the advisor support channel with the relevant context.