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What if I have other issues I need help with in Canopy?

Visit https://help.clientportal.com/ and/or reach out to your planner.

Last updated on January 5, 2026

Related Topics

  • How do I create and log into my canopy account?
  • How do I upload documents to my canopy account?
  • How do I update my email address in Canopy?
  • How do I use the Canopy mobile app?
  • How do I complete my client request task?
  • How do I scan a document on the Canopy mobile app?

Categories

  • Altruist
  • Monarch
  • Canopy
  • Right Capital
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