Click any question to view a Help page with the answer.
- How can I get help on all aspects of GlobeAdvisor?
- How can I become a GlobeAdvisor?
- How can I edit my personal information?
- How can I set up a new client?
- How can I edit my clients' personal information?
- How can I set up portfolios for my clients?
- How can I create a retirement, tuition or asset allocation plan for a client?
- How can I create a presentation for my client?
- How can I select funds or stocks based on company, performance or any other criteria I
- How can I track the performance of funds or stocks?
- How can I create performance charts comparing stocks, funds and indexes?
- I can't seem to create a Stocklist, or I have lost it.
- My long-term chart is
displaying incorrect values.