Using the Help Widget

The Help Widget is a tool you can access from any page in SA to quickly access informational and training materials. To get started, click the question mark Help button in the right side of the navigation bar:

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This opens the Help widget:

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Here, you will have a few options for what you can do next. You will see some suggested articles you can access with just one click.

Use the search bar to search for Knowledge Base content you want to view. Select an item in the list to view the article right in the widget. If you want to view the article in the Knowledge Base, click the icon at the top-right to open the article in a new tab of your browser:

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At the bottom of the Help widget, you’ll see a Live chat button. This will take you to a form to fill out for assistance. If a chat agent is available, a chat session will start when you submit the form. If a chat agent is not available, you can still submit the form by clicking Leave message and a Member Support Representative will follow up with you.

If you want to go straight to the Help Center without searching for an article first, hover over your avatar in SA and click Help Center:

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 If you’re looking for information about Certified Advisors, that option is now housed in this menu as well.

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