You can reach our suite Customer Service team at:

If you are looking to learn more about how to use your FMG Suite tools, you can sign up for one of our walk-throughs on Tuesday or Thursday each week at 1:00 PST. 

Note: you will see dates/times available on Monday, Wednesday, and Friday as well. Those walk-throughs are for our Advisor Launchpad platform. Please register to attend on a Tuesday or Thursday for an FMG Suite walk-through.

When it's time to log in...


  • To reach our Accounting Team with any billing questions, call 858-251-2420 ext. 3

  • To reach our Sales Team, call 858-251-2400

  • And, lastly, here's our fax number: 858-312-5429

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