We’re Here to Help

With our available support services, advisor marketing is easy.

If you have questions about advisor marketing, you’ve come to the right place.

At Broadridge Advisor Solutions, we are dedicated to making advisor marketing easy and efficient. Our team works hard to streamline every process and support you every step of the way, freeing up your time to focus on other important aspects of your business.

Contact Client Support

If you are in need of support, please do not hesitate to contact Client Support. The team is here to lend a hand, Monday through Friday, 8:30 am to 6:30 pm ET. Support is available by phone or email.

Call: (800) 233-2834 and select option 2
Email: BAS.clientsupport@broadridge.com

Additional Support Resources

We have FAQs and supporting documents available for our various marketing solutions.

Website Admin Support
Review videos, guides, FAQs, and marketing ideas related to Advisor/P&C Websites (formerly Emerald Website); available within Support section of Advisor Portal

Advisor Portal Support
Gain access to videos, pdfs, and FAQs related to Email & Social Marketing, eCards, eNewsletter, Presentations and Continuing Education.

Website Custom Services
Learn about the various services available through our Custom Services Team, including onboarding support for new websites and website conversions, semi-custom websites and full custom websites.