Customer Service

The MoneyGuide® Support Team is committed to your success through implementation and beyond.

Live Support

A highly trained support team is available to help answer your important MoneyGuide® questions. Our unmatched level of service and support ensure that you get the most value from your subscription - and it’s complimentary.

Chat

Available: Monday - Thursday 9:00 AM - 6:00 PM ET | Friday 10:00 AM - 6:00 PM ET | View Holiday Schedule

The Faces Behind Your Support

9 out of 10 times, when you contact us, you are connected to a real person (no robots here) and not an automated system or answering machine.

Ever wonder about that person on the other end of the phone? Go behind the scenes to see how we provide you with superior service.

We’re Successful When You’re Successful

Our job is to make sure you get the most value out of your investment in the MoneyGuide platform for your business. We’re here to help you every step of the way, from implementation, adoption, best practices and beyond.

Meet the Client Success team.

We've Got Your Back.

Let's build plans together.


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