How can I provide feedback about Advisor Portal?

We would love to hear your feedback and see your feature requests for Advisor Portal.

ADVISOR PORTAL LOGIN

To provide feedback:

  1. Log into Advisor Portal.
  2. In the Utility Bar along the top of the interface, find the Feedback icon on the far right, after the Welcome avatar and help icon, and then click Feedback & Suggestions.  
  3. In the Feedback & Suggestions box, click:
    1. I have a suggestion: This selection allows you to enter a new idea, and to view suggestions from other clients. If you see that other clients have already logged your suggestion, we recommend you cast your VOTE for it instead of creating a new one. 
    2. I like something: Tell us about a feature or tool that you like.
    3. I don't like something: Let us know about a feature, tool, or process that you don't like. Provide details.
    4. I found a bug: Let us know about something that doesn't work as expected. Provide details.

You can submit feedback as often as you'd like, and can use the feedback feature from both the paper and production versions of Advisor Portal.

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