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How Covisum Support Can Help You

At Covisum, we’re committed to helping advisors and their teams succeed. Our support team is here to provide clear answers, quick troubleshooting, and helpful resources so you can get the most out of our software.

At Covisum, we’re committed to helping advisors and their teams succeed. Our support team is here to provide clear answers, quick troubleshooting, and helpful resources so you can get the most out of our software.

Who We Support

Primary Account Owners – Advisors who manage a Covisum subscription.

Associates – Team members who have been added to an account by the primary owner.

 

If you don’t yet have an associate account, please ask your firm’s primary account owner to create one for you. 

How to Get Support

Before calling, emailing, or starting a live chat, we recommend submitting a support case:

  1. Select a client account

  2. Click the Support icon in the upper right corner of your Covisum dashboard.

  3. Confirm that you would like to submit your case to our support team.

  4. Our team will review your case and respond as quickly as possible.

How We Can Help

  1. Technical Guidance

  2. Account Management

  3. Training & Resources


How to Reach Us

  • 📞 Phone Support: 402-235-4500

  • 📧 Email: help@covisum.com

  • 💬 In-App Live Chat: Click the blue chat icon in the lower right corner while accessing any client case

  • 📚 Knowledge Base: Access our [Help Center] for articles, guides, and FAQs