Wealth Advisor Support Survey
Please help us improve by sharing your experience with our support services for wealth advisors. This survey takes just a few minutes.
Which support channel(s) have you used in the past 6 months?
*
Phone
Email
Live Chat
Help Center/Knowledge Base
Dedicated Account Manager
Other
How would you rate the responsiveness of our support team?
*
1
2
3
4
5
How knowledgeable did you find the support staff?
*
1
2
3
4
5
How effective was the support in resolving your questions or issues?
*
1
2
3
4
5
Please indicate your level of agreement with the following statements:
*
Rows
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Support staff communicated clearly
1
2
3
4
5
Support was proactive in providing updates
6
7
8
9
10
Resources provided were helpful
11
12
13
14
15
How easy was it to access our support services?
*
Very Difficult
1
2
3
4
Very Easy
5
1 is Very Difficult, 5 is Very Easy
How satisfied are you with the overall support experience?
*
1
2
3
4
5
Would you recommend our support services to other wealth advisors?
*
Yes
No
Not Sure
What is the most valuable aspect of our support for you?
Please share any suggestions or additional comments to help us improve.
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