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How to Create a Ticket with ExpertConnect Support

Written by Meghan Fisher

Updated at June 10th, 2026

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  • Getting Started for Advisors
  • Getting Started for Managers
  • Ticket Functionality
    Basic Ticket Functionality Advanced Ticket Functionality
  • Contact Management
  • Insights
  • Manage Team Settings
    Team Settings VoiceHub Settings Chat Settings EmailHub Settings WhatsApp
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  • Admin Page Settings
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  • Mobile App Functionality
  • Best Practices
  • Troubleshooting
  • FAQ's
+ More

Table of Contents

1. Click on the person icon on the top right of the page 2. Click on Get Help 3. Ask a question in the text box. An answer will be provided. 4. Click on Need Additional Assistance to create a ticket with our support team 5. Select one of the options and fill out the required information.
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This article is now maintained here. Please refer to this and the ExpertConnect Knowledge Base for the latest content.

 

1. Click on the person icon on the top right of the page

Click on Account

2. Click on Get Help

Click on Get Help

3. Ask a question in the text box. An answer will be provided.

Ask a question in the text box. An answer will be provided.

4. Click on Need Additional Assistance to create a ticket with our support team

Click on Need Additional Assistance to create a ticket with our support team

5. Select one of the options and fill out the required information.

Select one of the options and fill out the required information.
 

request assistance

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