If you’d like to switch to a different specialist, the process is straightforward and hassle-free. Here are the steps to follow:
1. Log in to your Wealth99 account.
2. On the left menu, navigate to the 'Account' page and select the 'My Specialist' tab.
3. In the right corner of the page, click on the 'Request New Specialist' button.
4. You will be prompted to enter the reason for requesting a new specialist. Fill in the required details and click 'Next' to proceed.
5. A list of available specialists will be presented. You can use the search bar to find a specific specialist if you have someone in mind. Click on 'More' to view additional details about each specialist.
6. Select the specialist you wish to switch to and click on the 'Select' button to make your choice.
7. Review the details of your change request and click 'Confirm' to submit your request.
8. Your request will be forwarded to the chosen specialist.
9. If the specialist accepts your request, you will receive an email notification confirming the new connection. If they are unavailable, Wealth99 will find an alternative specialist for you. Please allow 2-3 business days for the change to be processed.
10. You can monitor the status of your request in the 'My Specialist' section for updates.
What happens if the specialist I want to switch to is unavailable?
If the specialist you wish to switch to is unavailable, Wealth99 will find an alternative specialist for you. You will receive a notification regarding the new connection.
Is there any information I need to provide when requesting a new specialist?
Yes, you’ll need to specify the reason for your request. Rest assured, this information will remain confidential and will not be shared with anyone.