AdvisorIQ

Contact

Questions, feedback, corrections, disputes, or security reports: send us a message and we'll review it in good faith.

Feedback

We want to hear what works and what is confusing. AdvisorIQ operates in a regulated area, so we weigh every change against the rules that apply to investment advisers and to presenting public records. That means we read all feedback, and some ideas take longer to act on than others.

Advisors: we welcome your input

If you are an advisor, we would like your feedback on how your profile and the public data are presented. Send a message above.

Advisors: corrections and disputes

The factual fields we show come from your own public SEC filing — correcting it at the source flows through to us automatically. If you believe we have misrepresented your public record, or you want to dispute non-factual content, send a message above and we'll review it. See our Terms for how we handle this.

Security

Found a vulnerability? Use the form above. We appreciate responsible disclosure and will respond promptly.