Client Support – When you “write-up” a question, please do your best to write in clear, full sentences with proper grammar, punctuation, and spelling [if something is great, DON’T use gr8, as it is both more difficult to search and somewhat ignorant]. Where possible, please submit sensitive and personal financial information in a second or later post in the thread that develops in response to your question, as that helps us “prune” or redact a question and convert it to an FAQ which allows us to increase the efficiency of our work.
The comprehensive history of tickets submitted to the Client Support Portal is available for reference and review.
Please use good judgment, and if you wouldn’t ask in a meeting with your spouse present, don’t put it in a ticket. Some topics are best discussed in a call or a face to face meeting or video chat. Further, a ticket with pejorative, hateful, racist or offensive language might be deleted from the system at our sole and absolute discretion…the First Amendment doesn’t apply to our website.
Thanks again we appreciate your business and hope this is helpful. Enjoy the day and don’t be a stranger.