How Do I And FAQs

This section will provide answers to commonly asked questions.

• How Do I Contact Support? (For Advisors)
• How To Unlock My Advisor Account?
• Logging In To My Advisors Portal With 2-Factor Authentication
• How To Set Up 2-Factor Authentication On Your Advisor Portal
• How Do I Request A Fund Lineup Change?
• Advisors' Role As An Investment Fiduciary
• How Do I Request A Plan Amendment?
• Fees (Advisor Intake Form)