How Do I Contact Support? (For Advisors)

You can contact our support team by calling (917) 979-5358 and selecting option 2 or emailing us at

Additionally, in your advisor portal, you may have noticed a question mark help  icon in the lower right-hand corner. This is the Help Center chatbot. 

Click on the question mark help icon to enter the Help Center pop-up window. From here, you can ask the chatbot questions relating to your plan or account and receive automated support. 

Here are some other helpful links to frequently searched topics on our Help Center.