We are happy to be of service! Please review the following to help you reach the right person regarding your request.
For general customer service, refunds, and group-related usage questions, please contact by email, or call Kathy Snell, Customer Service, at 847.686-0440 ext 105. We are available Monday – Friday, 9 am – 5 pm eastern. If it is after business hours, we will return your call as soon as possible.
For more information on group access for clients of wealth management firms, private or public sector employee education needs, or clients of broker-dealers, please contact Betty Meredith, CFA, CFP®, CRC®, at 847-686-0440 ext.102.
If you wish to contact us by U.S. Postal Service, our address is 3000 Green Rd., Box 130857, Ann Arbor, MI 48113.