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Help & support
Help that knows our forms as well as we do
Ask anything about accounts, assets, rollovers, or a specific form — and reach a person when you need one.
Three ways to get help
- Assistant — grounded in the same learning center, glossary, and form library our own team uses; it links its sources and won’t give investment advice. ⟦Embed pending.⟧
- Email — hello@investorservices.com, answered within ⟦one business day⟧.
- Phone — ⟦number⟧, ⟦hours⟧.
Top questions
Contribution limits, what an account can hold, how a rollover works, prohibited transactions — start in the Learning center and FAQs.
When you need a person
Include your account type, the form or task involved, and what you’ve already tried — most requests resolve in one reply when we have those three things.