Frequently asked questions
A platform and your personal service assistant
We provide information, tools and connections to providers. We do not directly undertake investment management, tax preparation, legal or insurance services, hold client funds or execute transactions. We aim to help you organize questions and records and compare independent providers.
How do I ask questions and follow up? Are messages public?
How do I ask questions and follow up? Are messages public?
Use the site-wide Help & messages button, sign in, and ask a question. Follow up in the same conversation and view official replies and its status. Users can read only their own cases, and authorized support staff handle the queue. Private messages never automatically become FAQs. Any general question selected for publication must first be anonymized and manually edited. Do not include passwords, codes, complete sensitive financial originals or trading keys.
Still have a question?
Ask platform supportSupport conversations are private and never automatically become public FAQs.