Need some help? No problem.

Contact the Guided Wealth Support Team

Phone: 877-202-1850


This service team can help you with:

  • All operational topics
  • New account paperwork 
  • Transfers to/from your accounts
  • ACH credit or debit 
  • Check and wire distributions
  • User interface
  • Technical challenges (something’s not working correctly on the site)

Still need help?

Contact Capstone EDGE team

Download Enrollment Guide:

GWP Client Enrollment Guide (pdf)


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