If you need to reset your onboarding or portfolio selection, you can follow the instructions below based on which action you want to take.
1. Resetting Your Onboarding
To reset your onboarding, please contact LINK to discuss your specific needs.
Email: help@link-plans.com
Chat: Use the widget in the bottom corner of your screen within the LINK platform
Call +1 (844) 707-3700
Please note: Our support hours of operation are from 9am-4:30pm Mountain Time (11am-6:30pm EST). We strive to respond to your inquiries within 24 hours.
Once your request has been reviewed, you will receive the following:
Onboarding Reset Email: You will receive an email with instructions on how to complete the onboarding process for your plan. This will guide you through the steps you need to finish the onboarding process.
2. Resetting Your Portfolio Selection (resetting your questionnaire)
If you need to reset or update your portfolio selection, follow these steps:
Contact LINK: Reach out to LINK to discuss your needs regarding your portfolio.
Email: info@link-plans.com
Chat: Use the widget in the bottom corner of your screen within the LINK platform
Call +1 (844) 707-3700
Please note: Our support hours of operation are from 9am-4:30pm Mountain Time (11am-6:30pm EST). We strive to respond to your inquiries within 24 hours.
Once your request is processed, you will receive an email from our support team letting you know that your portfolio reset is complete.
Portfolio Reset Email: The email will notify you that you can now go back through the portfolio questions to update your investment preferences.