Support
Access support to ensure your practice runs smoothly and efficiently.
Contact Us - Meet the TeamDiscover the best ways to contact the AdviserLogic Support team to quickly resolve your issues.
Data Privacy & SecurityLearn how we protect your data
Meet Ava: The AI Assistant That Works as Hard as You DoWe’re moving towards the future, and we are bringing you with us!
How to use Morningstar AcademyLearn how to access and navigate Morningstar Academy - Your AdviserLogic Training Hub
Schedule a Meeting with Your Success ManagerLearn how to schedule a meeting with your Customer Success Manager to get tailored support and guidance for your practice
Need a Data Extract from AdviserLogic? Here's HowLearn how to request a full data extract from AdviserLogic by booking a meeting with your CSM
Login - Multi Factor Authentication (MFA) Setup and TroubleshootingLearn how to set up, use and troubleshoot Multi-Factor Authentication for AdviserLogic
AdviserLogic Licences – Auditor AccessLearn how to access and manage Auditor access licences in AdviserLogic.
Resolving “Information provided doesn’t match records” Login ErrorLearn how to fix the “Information provided doesn’t match our records” login error to regain access to AdviserLogic.
Login – Not Receiving SMS Code for Multi-Factor AuthenticationLearn how to troubleshoot issues when you are not receiving the SMS verification code needed for AdviserLogic login.
AdviserLogic Login – Login URLLearn how to access the correct login URL for AdviserLogic and successfully sign in to your account.
AdviserLogic Login – Troubleshoot “Error: Oops!, something went wrong”
Login – Troubleshoot – Error: User Details are not in AdviserLogicLearn how to fix the “User Details are not in AdviserLogic” login error to regain access to AdviserLogic.
Troubleshooting AdviserLogic Login IssuesLearn how to resolve common login problems when accessing AdviserLogic.