Help

To reach our Customer Service department, please call:
(800) 221-1809 or (212) 803-8333
8:30 am - 5:30 pm ET

Or write to us at:
AdvisorMax Customer Service Department
One State Street Plaza, 27th Floor
New York, NY 10004
E-mail: custserv@sourcemedia.com

For subscription or renewal questions:
please call (800) 221-1809 or e-mail: custserv@sourcemedia.com

Password and Online Access

I forgot my password or the password I'm using isn't working. What should I do now?
Please click here to have your username and password emailed to you, or contact Customer Service at 1-800-221-1809 or 212-803-8333, or email custserv@sourcemedia.com Monday-Friday, 8:30 am - 5:30 pm ET.
I can't get access to the system - why?
Your subscription or trial may have expired and we are unable to charge your credit card, or there may be some other problem. Please contact Customer Service at 1-800-221-1809 or 212-803-8333, or email custserv@sourcemedia.com Monday-Friday, 8:30 am - 5:30 pm ET.
How many people can use my user id and password?
Per AdvisorMax's Terms of Service , your email address and password can only be used by you.
What if I want more than one person to use my user id and password?
Please inquire about our bulk subscription rates by contacting Customer Service at 1-800-221-1809 or 212-803-8333, or email custserv@sourcemedia.com Monday-Friday, 8:30 am - 5:30 pm ET.
I received an "ACCESS DENIED!" message. What do I do now?
This is to ensure that there are no unauthorized users accessing the website, so please ensure to click the "Log Out" button before you exit your Internet browser.
I am using the correct email address and password, but still cannot log in to the site? Why is that?
Please make sure that your password are case-sensitive, and are less than 8 characters.

My Subscription

How do I purchase a subscription?
If you register for a two-week free trial, you will purchase a subscription automatically once your trial expires. Please contact Customer Service at 1-800-221-1809 or 212-803-8333, or email custserv@sourcemedia.com Monday-Friday, 8:30 am - 5:30 pm ET.
How do I find out or know when my subscription expires?
You can contact Customer Service at 1-800-221-1809 or 212-803-8333, or email custserv@sourcemedia.com Monday-Friday, 8:30 am - 5:30 pm ET.
How do I change my billing address or subscription information?
You can access your account or contact Customer Service at 1-800-221-1809 or 212-803-8333, or email custserv@sourcemedia.com Monday-Friday, 8:30 am - 5:30 pm ET.
Can I change my subscription so it does not automatically renew my account?
Yes, you need to contact Customer Service at 1-800-221-1809 or 212-803-8333, or email custserv@sourcemedia.com Monday-Friday, 8:30 am - 5:30 pm ET.
Are free trial subscriptions available?
AdvisorMax is available for a no-obligation two-week free trial with verification of your credit card. We do not charge your credit card until after your two-week trial has ended, and you may cancel for any reason during your trial.
After I subscribe, how soon can I start using online service?
You will be able to use your online service once we have verified your payment information. You'll have access to AdvisorMax instantly.
Can the information on AdvisorMax be downloaded?
The information on AdvisorMax is to be read solely by the subscriber, and is not intended to be downloaded or disseminated to others. Complete details about our information can be found in our Terms of Service, which can be accessed from our home page. For information about multiple user site license agreements, please contact Customer Service at 1-800-221-1809 or 212-803-8333, or email custserv@sourcemedia.com Monday-Friday, 8:30 am - 5:30 pm ET.
How do I cancel my free trial?
Please contact Customer Service at 1-800-221-1809 or 212-803-8333, or email custserv@sourcemedia.com Monday-Friday, 8:30 am - 5:30 pm ET. Please include your e-mail address that you registered under and your phone number in case we need to reach you.
How do I cancel my paid subscription?
Please contact Customer Service at 1-800-221-1809 or 212-803-8333, or email custserv@sourcemedia.com Monday-Friday, 8:30 am - 5:30 pm ET. Please include your e-mail address that you registered under and your phone number in case we need to reach you.
What forms of payment do you offer? Can you please bill me for AdvisorMax?
We are only accepting payment by credit card online or by phone at this time. We accept Visa, MasterCard, American Express, Discover, and Diner's Club. At this time, we are not accepting bill me orders for AdvisorMax. To order by phone, please contact Customer Service at 1-800-221-1809 or 212-803-8333.
What is AdvisorMax's refund policy?
AdvisorMax will refund a prorated refund based on the month of your cancellation. Refunds must be charged back to the same credit card as ordered upon. Please allow 4 to 6 weeks for processing.

AdvisorMax Experts Forums & Discussion Boards

Who runs the AdvisorMax Expert Forums? How long do Expert Forums last?
AdvisorMax has lined up an elite team of experts to address hot topics in the financial planning industry, and offer tips, strategies, and specific advice. Experts will make themselves available for up to two weeks to answer questions and become involved in the discussion. After two weeks, the expert will not moderate the discussion thread, but it will be available for viewing to you and other peers.
Who runs AdvisorMax discussion boards?
AdvisorMax has lined up experienced financial planners to facilitate our peer-to-peer discussion boards. If you have addition questions about our discussion boards, please contact our discussions board manager at AdvisorMax.Discussio@sourcemedia.com.
Can I start a discussion?
Sure! You can start a discussion on AdvisorMax as long as it relates to financial advising.
Can I use a nickname in the forums?
AdvisorMax and its editors believe the best discussion boards come from open communication between peers. As such, nicknames and names that attempt to hide the identity of the subscriber are not allowed.

AdvisorMax Live! Coaching Sessions

Who runs AdvisorMax Live coaching sessions?
AdvisorMax has partnered with the ClientWISE Coaching Network^TM to offer our members intimate online coaching sessions. The partnership between AdvisorMax and ClientWISE is the first coaching network to serve the financial community.
What technology is used for coaching sessions?
AdvisorMax uses Microsoft WebEx^TM web conference environment, allowing you to view an online presentation while on a conference call with the coach.
Are coaching sessions included with your subscription?
Annual subscribers receive six coaching sessions as part of their subscription.
How do I sign up for a coaching session?
AdvisorMax requires pre-registration for each coaching session.
I've signed up for a coaching session. What else do I need to do?
After you've signed up for a coaching session, we'll confirm your registration via email. Pre-work, about 10 to 15 minutes of "homework" will be sent to you in advance of certain sessions.
I do not have any coaching sessions left. Can I order more?
AdvisorMax offers individual coaching sessions at the a la carte price of $39 per session.
I am a charter member to AdvisorMax. Do I have any coaching sessions?
As a charter member, you may purchase a la carte coaching sessions for $39 per session.
How many people can attend an individual coaching session?
In order to give more of a hands-on approach with experts, AdvisorMax limits the size of coaching sessions to no more than 15 users. If a coaching session is listed as "Fully Booked," please contact our editor to be put on the waiting list for the next available session.
What if I don't use all my coaching sessions after my annual subscription ends?
There is no carry over or refund of your coaching sessions after your subscription ends.
I can't make to my scheduled coaching session?
You may be able to cancel your coaching session if there is more than 7 days before your session. Please contact Customer Service at 1-800-221-1809 or 212-803-8333, or email custserv@sourcemedia.com Monday-Friday, 8:30 am - 5:30 pm ET.

Information and Services on AdvisorMax