PRODUCT SUPPORT
Investment Account Manager IAM & Investment Account Manager Professional IAM PRO offer several outlets for support including:

HELP > CONTENTS MENU

Located in the IAM & IAM PRO software. You can review the Contents tab which provides help in an online book form; or, select the Index tab and type in a word or a phrase related to your question.



FORUM

This online community posts and issues solutions to a variety of questions and concerns.
This Forum is guided by the IAM and IAM PRO teams.

FORUM



ONLINE SUPPORT

Fill in the form provided for advice and resources to your concerns and issues.
This online support is responsive the next business day or sooner, depending on support traffic.

SUPPORT FORM