Effective 11 September 2026
Contact support
We help with account access, billing, workspace setup and product issues.
Email us
Include your workspace name, a short description, the steps that led to the issue and the time it occurred. Remove client information from screenshots.
When to expect a reply
We aim to send an initial response within two business days, Monday to Friday, excluding Ontario public holidays. This is a response target, not a guaranteed resolution time or a 24-hour support service.
We prioritize suspected account compromise, unavailable accounts and payment errors.
Keep sensitive information private
Never email passwords, authenticator codes, recovery links, payment-card details, recordings or sensitive client information. We will arrange an appropriate channel if investigation requires additional information.
Support will verify account or billing authority before making protected changes.
Billing and professional questions
The billing owner can manage invoices, payment details and cancellation from Billing. Email us if you cannot access your account.
Read the subscription and refund policyAdvisorOrbit support does not provide insurance, investment, tax or legal advice. Advisors remain responsible for reviewing AI suggestions and for their professional decisions.