Welcome to inStream Support

Our goal at inStream Solutions is to provide the best customer experience in the business. Our dedicated team is equipped with expertise in all financial planning aspects, and customer happiness is what we strive for on a daily basis. You can rest easy knowing your calls and emails will be answered with smiling faces.

If you have a suggestion, need help getting started, curious about best practices, or want to find out what’s new, contact us and we’ll be glad to help!

Our technology mantra is “Continuous Improvement” Suggestions from advisors are what help inStream constantly improve. Many of the enhancements added to the platform are driven by feedback from users.

Support Hours

Our support team is available to answer questions and calls from 9:00 AM – 6:00 PM (EST). Most of your questions have already been asked, and those answers can be found on our Support Site. If you can’t find your answer to your question, you can Submit a Request or email us at support@instreamwealth.com If you want to speak to us directly, you can reach us at 800-444-1115 ext 3.

Service Level Agreement

If we receive your request within our normal business hours, you will receive a response from our support team that day.

Live Training

We would be more than happy to provide live training for you or your entire office. Please email us at support@instreamwealth.com and we will contact you to schedule a time.

2015 Average Response Time (Normal business hours)

20 Min – First reply time.

2015 Satisfaction Rating

94% Satisfaction Score