Share an ExpertConnect Ticket

There are times when an advisor may need to share a ticket with someone outside of their ExpertConnect account. Luckily, every ticket in ExpertConnect has a complex URL that you can share with others.

From the web dashboard

Inside of any ticket, click on the Share Ticket URL button to access the view-only version of the ExpertConnect ticket. You can then copy the browser URL and paste into another platform.

From a ticket report

You can also access ticket URLs by downloading a ticket report from the Tickets page of the web dashboard.

From the mobile app

Inside of a ticket on the mobile app, tap on the Share button at the top right and then click Copy next to the ticket URL. You can paste the URL into another platform.