If you're experiencing issues while using AdviserGo, the most common questions and resolutions are outlined below. Many issues can be resolved quickly with the steps provided.
1. Problems Logging In
If you are unable to log in to AdviserGo:
- Select “Can’t log in?” on the login page to reset your password or recover your username.
- Ensure you are using the correct regional login page (US, UK, Canada, etc.).
- Confirm that your browser is supported (see System Requirements below).
For detailed troubleshooting steps, see:
🔗 Problems Logging In? Where to find assistance (US)
https://support.planwithvoyant.com/hc/en-us/articles/4405811383323-Problems-Logging-In-Where-to-find-assistance-US
If the issue persists, contact Voyant Support at support@planwithvoyant.com.
2. System Requirements
AdviserGo is a web-based application and requires a modern, supported browser.
✅ Supported Browsers
- Google Chrome
- Microsoft Edge
- Apple Safari
- Mozilla Firefox
❌ Not Supported
- Internet Explorer
Using an unsupported browser may result in performance issues or unexpected behavior.
For full details, see:
🔗 System Requirements – What will I need to use AdviserGo?
https://support.planwithvoyant.com/hc/en-us/articles/4406488775067-FAQ-System-Requirements-What-will-I-need-to-use-AdviserGo
3. Two-Step Authentication (2FA)
Two-step authentication (2FA) adds an additional layer of security to your account. While optional by default, subscription administrators may require it for all users.
If you are having difficulty:
- Confirm whether your subscription administrator has enabled mandatory 2FA.
- Ensure your authentication app is properly configured.
- Verify that your device’s time settings are set automatically (incorrect device time can cause authentication failures).
Detailed setup instructions are available in the Knowledge Base.
4. Accessing Client Records
If you are unable to access client plans:
- Confirm you are logged into the correct subscription.
- Check that your user role includes appropriate access permissions.
- If the client plan was created during a previous trial, it may not be accessible under your current subscription.
- For integrated plans (e.g., CRM integrations), confirm the integration is active and synced.
For more information, see:
🔗 Managing Your Subscription, User Accounts, and Client Plans
https://support.planwithvoyant.com/hc/en-us/categories/115000334406-Managing-Your-Subscription-User-Accounts-and-Client-Plans
5. Performance Issues or Unexpected Behavior
If AdviserGo appears slow or behaves unexpectedly:
- Clear your browser cache and cookies.
- Ensure cookies and JavaScript are enabled.
- Close unused browser tabs.
- Confirm you are using a supported browser.
- Restart your browser.
Many performance-related issues are resolved with these steps.
Still Need Help?
If you continue to experience issues after following the troubleshooting steps above, please contact Voyant Support:
When reaching out, include:
- A description of the issue
- Screenshots (if applicable)
- The browser and operating system you are using
- The client plan name (if relevant)
This helps our team resolve your issue as quickly as possible.