We’re committed to providing the support and resources you need to make the most of Elements. Here are just a few resources to help you get started:

  •  Help center: Visit the Elements Help Center to access articles, submit support tickets, and access other advisor facing resources to help you navigate the app.  
  • Office Hours: Register here to join office hours with other new Elements Users. This time will be used to discuss how Elements can fit into your tech stack, questions on adding your first client, tips and best practices, and more.


We hope you found this course helpful. We are always looking to improve. Please click here to take a 5-minute survey about this course.  

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