Advisory Support

Managing your User Account 7

• How do I change my password?
• How do I update my user information?
• How do I update my email address?
• How do I change my Multi Factor Authentication (MFA) method?
• Can I share my login details?

View all 7

Browsing the Advisory Content 10

• How do I access the portal?
• How do I access research materials?
• How do I access the webcasts?
• Are the webcasts recorded?
• How do I access the performance assessments?

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Inquiry Users: Connecting with Your Advisor 3

• How do I log an Advisor inquiry?
• How do I set up a call with my Advisor?
• How do I move or cancel my MS Bookings call?

Navigating Technical Issues 2

• I forgot my password
• Contacting our Help Desk

Releases 2

• Platform Update - Scheduled Maintenance on April 14th
• Exciting Update: New Best Practices Are Here!