Ongoing Support

Technical Support

  • How to clear your web browser's cache and site data

    Here we provide instructions, for the 4 major web browsers, on how to clear your cache and site data for the Elements websites. ChromeEdgeSafariFirefox   Chrome Navigate to the website url you are trying clear (i.e. or htt...

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Customer Events

  • Ongoing Customer Events

    We'd love to help you make full use of Elements. Here is a list of all the events we have to help you get the most our of your Elements subscription.    Monthly Ask Me Anything with Ambassadors Are you curious about how other financial advisors are leve...

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Product Updates

  • March 2024 Product Update

    Launching Monthly AMA & Office Hours Are you curious about how other financial advisors are leveraging Elements to enhance their practices? Wondering where Elements fits seamlessly into your existing tech stack? Ready to go beyond the basics with Elemen...

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  • January 2024 Product Update

    Web Onboarding We heard you! We received so much feedback about how downloading the app was too much of a hurdle when getting prospects onboarded to Elements. So, say hello to our new Web-based Client Onboarding! Now when you invite a client to Elements...

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  • Previous Product Updates

    Click Here to see Updates

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Contact the Elements Team

  • Schedule a Call with our Customer Success Team

    Want help with Elements? Our Customer Success Team is available to help answer your questions.   Abby Morton Jordan Haines Colton Etherton

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  • Submit a support ticket

    At the top of the knowledge base, you'll see "submit a request". This is how you can submit a support ticket and manage outstanding tickets you have submitted.    You can also email and we can help you through that channel as well. 

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  • General Forum Rules & Etiquette

    Just some common sense housekeeping for using and posting on the Elements forums. Don't post anything discriminatory of a person's race, culture, appearance, gender, sexual preference, religion or age. Don't personally insult or harass other participan...

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