We offer several resources for advisors and clients alike. Specifically for advisors, you can access the below resources to learn more about the Wealth.com platform or estate and tax planning topics in general.
Support Team
Live agents are available via email, phone and chat Monday-Friday 8:30am - 5:30pm CT.
Support Details:
Email: support@wealth.com
Call: 855-456-0333
Live chat: available 24/7; Live agents are available Monday-Friday 8:30am -5:30pm CT
Help Center
Your in-app Help Center is exclusive to paid customers and features the ability to chat with Support, search for help articles, learn about the latest feature updates in the What's New tab, and more. You can also find webinar recordings and case studies here for your convenience.
To access Help Center:
Log into your Wealth.com account
Select the "?" button in your top right navigation
Click Help Center
Help Center is great for...
Searching for help articles for guidance on how to accomplish specific tasks within the platform, or learn more about a feature or service
Learning about the latest product features in the What's New tab
Wealth Academy
Wealth Academy is your learning management system exclusive to paid customers where you can watch product tutorial videos for focused learning.
To access Wealth Academy:
Log into your Wealth.com account
Select the "?" button in your top right navigation
Click Academy