AdvisorAssist Customer Service

Phone Number & Contact Info

No customer service phone number
Despite not having a phone number, there is a way to access AdvisorAssist customer support.

AdvisorAssist's Best Contact Information


How do I contact AdvisorAssist customer service?

A:AdvisorAssist does not have a customer service phone number, but you can contact them through their website.
Unfortunately, the way to contact AdvisorAssist starts with sifting through their website help and support articles. With luck, you can find a way to submit a form about your issue and then start emailing with them.

Does AdvisorAssist offer 24 hour customer service?

A:Not by phone. But you can contact AdvisorAssist 24/7 using other methods. Below is a list of customer service channels and hours.

How to contact AdvisorAssist Customer Service

There are other ways to contact AdvisorAssist customer service besides the phone. Below we list them by medium, from most to least popular.

Customer Help Desk / Web Support - Customer Service
Call direct at 866-413-4042
24 hours, 7 days
As a last, sometimes only, resort- AdvisorAssist customer service can be accessed through their website. This can entail digging through help articles before finding a form and "being allowed" to submit a problem to their team. Since this rarely leads to a real-time conversation, GetHuman does not recommend this unless it's the only way.

How should I prepare for my conversation with AdvisorAssist?

If you have time to do a bit of reading and research, we recommend you read over some of our problem-specific articles. Whatever issue you are having with AdvisorAssist, we are likely to have an answer and tips to help you get it resolved. Here are some popular problems with brief answers. For details and to ask followup questions live, click on the question.

What is AdvisorAssist?

AdvisorAssist is a comprehensive compliance support platform designed to assist investment advisors in navigating the complex regulatory landscape. It offers a range of services and solutions to aid advisors in their compliance obligations and enables them to focus on client relationships and investment strategies. AdvisorAssist provides essential tools such as compliance management software, which streamlines regulatory reporting, risk assessment, and documentation. Additionally, the platform offers ongoing support through compliance consulting, helping advisors stay up to date with regulatory developments and providing guidance on best practices. By automating compliance processes and providing expert assistance, AdvisorAssist helps investment advisors maintain regulatory compliance, reduce operational risks, and ensure client trust and satisfaction.

Is my data secure with AdvisorAssist?

Yes, your data is completely secure with AdvisorAssist. We value the confidentiality and security of your information and have implemented robust measures to protect it. Our platform utilizes advanced encryption protocols to safeguard your data from unauthorized access. Additionally, we comply with industry-standard security practices and regularly update our systems to stay ahead of emerging threats. Our team of dedicated professionals undergoes rigorous training to ensure the highest level of data protection. We also perform regular security audits and assessments to identify and address any vulnerabilities. Rest assured, your data is stored in a secure environment, applying state-of-the-art security measures to safeguard your sensitive information.

Can AdvisorAssist assist with client onboarding and account management?

Yes, AdvisorAssist can assist with client onboarding and account management. Our platform is designed to streamline these processes and provide comprehensive support to financial advisors. With AdvisorAssist, you can seamlessly onboard new clients by automating the necessary paperwork and compliance procedures. Our system ensures that all client information is accurately captured and securely stored. Additionally, our platform enables efficient account management by centralizing client data, facilitating document management, and simplifying portfolio tracking. Advisors can benefit from our robust technology solutions, which include customizable workflows, automated reporting, and integrated compliance tools. By leveraging AdvisorAssist, advisors can focus more on providing personalized financial advice and building strong client relationships while leaving the administrative tasks to our efficient platform.

Top AdvisorAssist customer problems and solutions

Click the link above to get answers to just about any AdvisorAssist customer service question, including step by step guides for the most complex issues. Or click below to detail your problem and we will get you answers instantly.

Conclusion and closing notes

You came here to see AdvisorAssist's phone number, the real-time current wait on hold and a way to skip right through the phone lines to get right to a AdvisorAssist agent. There's good news and bad on that: the bad news is that they don't have a phone number, but the good is that we do know how to contact AdvisorAssist anyways and help you with your issue. Over the last 18 months, NaN customers like you have come in search of a phone number for AdvisorAssist and helped us confirm they don't have one. Common reasons that people try to call AdvisorAssist customer support department include Get financial advice and other customer service issues. Rather than trying to call AdvisorAssist first, consider describing your issue first; from that we may be able to recommend an optimal way to contact them via web. Unfortunately, right now AdvisorAssist doesn't have any phone numbers. It's not always clear what is the best way to talk to AdvisorAssist representatives, so we started compiling this information built from suggestions from the customer community. Please keep sharing your experiences so we can continue to improve this free resource.

How GetHuman Helps If AdvisorAssist Had a Phone Number

GetHuman provides tools and information to over 50 million customers per year in effort to make customer service easier and faster. We don't know a phone number for AdvisorAssist, but for large companies that do have them, we provide real-time current wait on hold, tools for skipping the hold music altogether, reminders for when the call center opens, and much more. We are able to provide secrets and the best tools by getting feedback from you and rest of our customer community, and by sourcing some of those secrets and tips from AdvisorAssist customers like yourself.

GetHuman does not provide call center services or customer support operations for AdvisorAssist. The two organizations are not related. GetHuman builds free tools and shares information to help customers of companies like AdvisorAssist. For large companies that includes tools such as our GetHuman Phone, which allows you to call a company but skip the part where you wait on the line to get a live human rep. We continue to work on these tools to help customers like you (and ourselves!) navigate the messy phone menus, hold times, and confusion with customer service. As long as you keep sharing it with your friends and loved ones, we'll keep doing it.

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