Support

Edited

Support is the entry point for help resources and customer assistance. It provides access to self-serve documentation and a structured path to contact support when an issue requires escalation.

Open Support

  • Click Support in the sidebar to open the Support page in the main content area.

  • Support remains available regardless of the page you were previously viewing.

Help resources

  • The Support page provides links to user documentation and common how-to articles.

  • Selecting an article opens the relevant documentation page in the support viewer or external help center (as implemented).

Contact support (ticket)

  • The Support page provides a ticket/contact form for issues that cannot be resolved via documentation.

  • Ticket categories and required fields are displayed before submission.

Information to include in a support request

  • Issue summary and steps to reproduce (what you did, what you expected, what happened).

  • Timestamp of the incident and the relevant Events Log entry (if available).

  • Any displayed error message/code and affected page (Portfolio, Market, Funds, etc.).

Support follow-up

  • After submission, the ticket is assigned a reference (as displayed) and appears in your support history if available.

  • Updates are delivered via the configured notification channels (in-app/email) if enabled.