Using the Advisor Support Line
Learn how to use our 24/7/365 Advisor Support Line to get on-demand assistance at any time.
Applies to:
- All Portfolio Managers, Advisors, Wealth Planners, and support staff.
When to use the Advisor Support Line
- Urgent client account or transaction issues.
- Immediate clarification on service requests or pending tickets.
- Escalation of an unresolved issue.
How to Access the Advisor Support Line
- Dial the Advisor Support Line at 1-825-450-4250
- Press 2 for Advisor when prompted
- Follow the following prompts to select the type of inquiry:
- Press 1 for questions related to training
- Press 2 for questions related to an open service request ticket
- Press 3 for questions related to a client or their accounts
- Press 4 for general advisor support
- A support representative will answer for call and assist you
Please Note: For non-urgent matters, consider opening a Support Ticket for a written response within [Service Standard here].