Skip to main content

Support and Billing

Have an urgent question? Please let us help you

How to Request a Refund for an Extra Payment MadeLearn how to request a refund from AdviserLogic when you have made an extra payment.
Billing

Resolve issues, manage invoices, and ensure smooth financial operations for your practice.

AdviserLogic License TypesLearn about the different types of licenses available in AdviserLogic and the level of access they hold
How to Change Your Business Name or AFSLLearn how to update your business name or AFSL in AdviserLogic, including the required steps and key considerations for a smooth transition
How to Identify Your Customer Success ManagerLearn how to know your Customer Success Manger and book appointments with them.
How to Reinstate an AdviserLogic AccountLearn how to reinstate your AdviserLogic account after suspension due to non-payment, including payment steps and reactivation process
Invoice - ProductsLearn about Product Types found in your AdviserLogic invoice
Invoice AssistanceLearn how to read your AdviserLogic invoice
Invoice Cost BreakdownLearn about the cost breakdown on an AdviserLogic invoice.
Modify Bank Account Details for Direct Debit in AdviserLogicLearn how to update your bank or credit-card details used for Direct Debit payments for your AdviserLogic subscription.
How to Change the Frequency or Date of Your Direct-Debit Payments in AdviserLogicLearn how to adjust your direct-debit billing schedule for AdviserLogic subscription payments.
Find the Cost of a Licence Within Your PracticeLearn how to identify the cost of a specific licence type in your practice
How to Change the Email Address for Invoice Billing in AdviserLogicLearn how to update the email address used for invoice billing in AdviserLogic.
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.