Quick answers for advisors and for the people they work with. Can’t find what you need? Email support.
How credential verification works
What we check when you apply, how long it takes, and what happens when you're approved.
Setting up two-factor authentication
Add a six-digit code to your sign-in. Strongly recommended — your account holds client PII.
Sending a document for e-signature
How signature requests work — illustrations, disclosures, LIRD, risk profile assessments.
Managing your email notifications
Pick which non-essential emails you want. Transactional emails (like signature requests you must sign) always go through.
Exporting your data, or deleting your account
How to download a copy of your data — and what happens when you delete your account.
How does matching work?
What we ask, how we score advisors, and why we never list every advisor publicly.
What happens after I contact an advisor?
When to expect a reply, what's free, what isn't, and how to follow up.
Using the calculators
Quick tour of the four free calculators — what each one is good for and what it isn't.
Privacy and your data
What we store about you, who can see it, and how to delete it.
Looking for educational content?
Our Learn library covers concepts (RRSPs, term vs whole life, social security timing, etc.) — separate from product help.