How Do I and FAQs
This section will provide answers to commonly asked questions.
- How To Reset Your Advisor Password
- The Many Benefits of Two-Factor Authentication
- How Do I Contact Support?
- How To Unlock My Advisor Account?
- Logging In to My Advisor Portal With Two-Factor Authentication
- Two-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)