• What if I need technical assistance?

  Are you stuck? For technical assistance with your AdviceCafé account, please use the support tab when you’re logged in to the app to ask for help.Few readers

• Can I get a refund?

  How to get your refund started If you’re not happy with your membership, you can request a full refund within 30 days. After that period, no refunds are available. Please log into your account and click support, and then type your refund request into the chat bubble.Few readers

• How long does it take to benefit from my membership?

  Get benefits from your membership quickly You benefit from your AdviceCafé membership quite quickly. You can start using what you learn in as little as a few days to a month, and it only takes 10-20 minutes to get started. Most people will start to see the impact of the changes they make within 30 days*. Check out how to start making the most of your AdviceCafé membership.Few readers

• How quickly will my questions be answered?

  Wondering how long you might wait? We aim to get back to you as quickly as possible, during business hours from 10am-4pm Central Time, Monday to Friday. We will respond as soon as a financial barista is available, with a goal to reply within 24 hours on business days.Few readers

• Making the most of your AdviceCafé membership

  Don’t let your AdviceCafé membership go to waste The best way to make the most of your membership is to set up your AdviceCafé profile right away. Then, fill in your finances to see if you can free up some cash flow following the behavioural recommendations. Set regular times to learn a little about your money each month.Few readers

• How do I access the SideDrawer account included in my membership?

  Ready to use your included SideDrawer account? SideDrawer is a secure document management platform included in your membership. You can use it to safely store sensitive financial documents for yourself, or store anything digital that you want to ensure you have access to 24/7, anytime, anywhere. SideDrawer access is included in your AdviceCafé membership. You will be invited to your SideDrawer account as part of the member onboarding process. Please reach out to a financial barista to lFew readers

• How do I cancel my subscription?

  Are you looking to cancel your membership? Your AdviceCafé membership is set to automatically renew each year on or around the same date you originally subscribed. You must cancel it to stop it from renewing. Please log into your account and click support, and then type your cancellation request into the chat bubble.Few readers

• What if I already have a financial advisor?

  Already working with a financial advisor? No problem. AdviceCafé doesn’t replace your relationship with your existing advisor or institution. You can take what you learn through your membership, and apply it with an existing financial advisor, or use it to manage things on your own.Few readers

• What if I also need product advice?

  Looking for product advice to act on what you’ve learned? AdviceCafé is an advice-only service with self-serve tools, including AdviceChat, and one 30-minute consultation. If you’re looking for specific advice around investments, insurance, mortgages, and overall financial planning, we will gladly refer you to a qualified financial planner at New Outlook Wealth (NOW), the wealth management firm that supports AdviceCafé.Few readers