Secure message (recommended)
Log in to your client portal and use the Messages tab to send a secure message directly to the support team. This is the fastest and most secure way to get help, and it keeps a full record of your conversation in one place. Response time: Within 1 business dayPhone
Call us at (800) 555-0100 to speak with a support representative directly. Hours: Monday–Friday, 9 AM–6 PM Eastern TimeYour advisor
For questions about your investments, capital account, or financial plan, messaging your dedicated financial advisor through the portal is often the fastest route to an answer. Your advisor has full visibility into your accounts and can act on most requests directly. See the Working with Advisors guide for details on how to reach your advisor and what they can help with.For your security, support cannot discuss account details unless your identity has been verified during the interaction. Have your account number ready when you call or message.
Working with Advisors
Learn how to message your advisor, schedule calls, and collaborate on your financial plan.
FAQ
Find answers to the most common questions about accounts, fees, and platform features.