Support 101: The Best Way to Get Help

Fiona Leung
Fiona Leung • Posted on May 3, 2016

support requestWhile majority of ya'll are aware that Advisor Websites tech support is available after the production process of your website or when it has gone live, there still remains some confusion about how, when, where and what to do in order to receive help.

To break it all down and provide you the best ways to get your requests completed or burning questions answered most efficiently and effectively, read along!

1.) Tutorials

Tutorials are MORE helpful than you think. Our tutorials, that is. 

We tend to resort to help manuals or tutorials only when we have exhausted all other possible outlets for help. Reason being is that no one enjoys taking the time to dig through a full wall of text for answers.

With our tutorials, finding solutions is faster than you really think, especially when they're accompanied with helpful gifs that clearly show how to perform each action every step of the way. 


So whenever you're stuck on completing an update to your website, jump over to our support portal. Not only will you more likely get the task done faster but it's also a great educational resource for learning how to make the same update moving forwards.

2.) Support tickets

What are they?


  • Support tickets are inquiries you can send in to our support team, either to have us assist you in making a website update or to answer any of your questions.

When should you send in a support ticket?

  • Support tickets are best sent when...
    • an update needs to be made but you're not sure how to complete it and would like further assistance other than through our tutorials
    • you need a question answered
    • the update requires an attachment or file to be added to the website (e.g. ADV, pdf, biography headshot, etc)

How do you submit a support ticket?

  • Send us a support ticket either through your dashboard via the "need help" section or by simply emailing
  • For tips on how to create the perfect support ticket click here!
  • It should also be noted that the number of tickets available to be submitted varies across different subscription levels so check here to see how many ticket submissions you're allowed monthly!
  • Also, did you know that you can have your support tickets answered first, jumping ahead of the ticket queue? Well, with our new Priority Support service, you can now!

3.) Phone calls


Lastly, our phone lines are open from 7:30am to 5:00pm PST! Feel free to give us a quick call whenever you have a question, concern or would like an update to be made (although it is more preferable to simply send us a ticket for an update to properly track the progress of your requests).

Besides these quick 5 minute call-ins, you are also free to set up a 30 minute support call with us. These are meant to provide you a chance to thoroughly express your concerns, answer questions and to have us assist you with a list of updates.

As specified before, please check which phone support service is available to you based on your subscription level.

Hope this article gave y'all some support! (see what I did there?)


If you have any questions about this article feel free to send in a ticket or give us a call at 1-866-638-0273 ext 221!


About Advisor Websites

Founded in 2012, Advisor Websites specializes in helping financial advisors stand out and grow their business online with conversion-friendly, personalized websites and targeted digital marketing solutions, all which follow FINRA and SEC guidelines.

Disclaimer: The content of this article is for informational purposes only. If you are planning to implement a new marketing practice and are unsure what the regulations are, always contact your compliance department first.

Recommended Articles