Support

Money Tree's support team is available to help answer your questions and solve problems ensuring you get the most out of planning.

Call support toll-free 877-421-9815 ext 0


Support Request

Customer
Support

Our support team is here to help Monday through Friday, 6:30 am - 5:00 pm Pacific time. Reach support by phone email, or send a request.

Toll-Free:
877-421-9815 ext. 0

Email: support@moneytree.com

Support Request:
Support Request

Training
Options

Watch training videos at your pace, learn with the help of user guides, or request a web-based training lead by a support team member.

Videos:
Watch Videos

Guides: 
View Guides

Schedule Training:

Schedule Training

Planner
Resources

Tech tips range from straightforward problems with direct solutions to insight and examples of how to model difficult planning situations.  

Tech Tips:
View Notes

Questionnaires:
Collect Client Data

Planner Guides: 
Planner Guides

Stay
Informed

Get the latest software tech tips, news, events and read helpful planning information from Money Tree's Blog and monthly newsletters. 

Blog:
Visit Money Tree's Blog

Newsletter:
Read Recent News

Get the Newsletter:
Newsletter Signup

How support can help.

If you need help with anything related to Money Tree Software's financial planning solutions, our support team can help. Whether you are in a trial of the software and need help understanding the basics or you have been planning with Money Tree Software for years, our support team is here to help. From working to model a complex or unique planning situation, to tracking down results, to technical issue such an error message, Money Tree's support team is a valuable resource. 

When to contact support.

Anytime you have a question feel free to contact our support team. The support team members can quickly help you answer questions, resolve problems and provide resources to assist you while you work with the software to create and analyze financial plans for your clients. 

What to expect contacting support.

When you contact Money Tree Software's support team, expect fast and courteous assistance. Calls during support team hours are most commonly answered immediately by listening to your question and talking through a solution. In some cases, our support team will request to review planning data securely. Available send to support options automatically remove personally identifiable information. See more what to expect from support calls, requests, and emails.

What our Customers say about Support

“I know when I call you guys are always going to be really helpful!”

- Carol M. 

“We are able to get a quick answer when we call. I wish getting help was this easy for all of my software programs.”

- Andrew M. 

"It’s so easy to call you guys and the problems solved!  It will take you 30 seconds where it might take me an hour to figure out.”

- Jon F. 

"This is a great relief to know I can call your company and get such excellent service."

- Tammy R.

"You guys are very helpful and right there for me. Everyone I have talked to has been great."
- Matt L. 

"Thank you for having such timely support. I expected to be on hold for 20 minutes just to talk to someone!”

- Elizabeth P.

What to expect from our Support Team.

Calling Support

When you call our toll-free number for support, expect your call to be answered right away. A support team member will answer the phone and be ready to help. On occasion, when our support team members are all helping other planners, a non-support team member may answer the phone in order to take a message for the support team.  If you do have to leave a message,  your call will be promptly returned, often in as little as 10 to 15 minutes during support hours. 

Sending a Support Request

Sending a support request allows you to provide a description of your support request and provide your preference for how the support team should contact you to resolve your problem or answer your question.  If a request is sent outside of the support team hours, the support team will follow up with your request the next business day.

Emailing Support

Emails will be returned as soon as possible during support hours.  Any emails received outside of support hours will be responded to on the following business day.

Support is a Big Plus

Questions for our support team? 
Send a support request.

Support Request