The best way to get client or investor user support is to visit our help site.

The help site and knowledge base is available 24/7! For additional assistance our professional & knowledgeable Comergence Support Agents are available Monday thru Friday, 7 a.m. to 4 p.m., PST. 

We have several support channels available:

  • 'Contact Us': Immediately generates a support ticket. A Comergence Support agent will respond to you as soon as one is available.
  • Phone: 844.465.1001, option 5 for Comergence Support. Stay on the line, or leave a message.

Remember, the help site and Optimal Blue Comergence Support staff are available for all users that have questions or need assistance. We're happy to help!

Here are more great articles on how to obtain support:

How to search for a solution

Live Chat feature and Submitting a Ticket

Support Hours and Holidays