If you have connected with a specialist, you can easily locate and reach out to them by following these steps:
1. Log in to your Wealth99 account.
2. In the left menu, select 'Account'.
3. Go to the 'My Specialist' tab.
4. Your specialist's name and email address will be displayed.
5. You can contact them directly using their email address through your preferred email provider, or by clicking the 'Contact Your Specialist' button.
What should I do if my specialist's information is not displayed?
If information about your specialist is not displayed, it may indicate that your account is not yet eligible. In this case, a message will notify you of your ineligibility. To unlock this feature, your average portfolio value needs to exceed AU$5,000.
Are there any eligibility requirements to connect with a Wealth99 Specialist?
Yes, only accounts registered with Wealth99 Australia are eligible to connect with a Specialist. Wealth99 Global is not available at this time.