Customer Support
Questions about your account, subscription, connected accounts, portfolio data, or using Helmio.
contact@myhelmio.comGet in touch
Have a question about Helmio, need help with your account, or want to learn more about our investment oversight platform? We’re here to help.
contact@myhelmio.comQuestions about your account, subscription, connected accounts, portfolio data, or using Helmio.
contact@myhelmio.comPartnerships, brokerage integrations, media inquiries, strategic opportunities, and other business questions.
contact@myhelmio.comReport a security vulnerability, suspicious activity, or concern involving your Helmio account.
contact@myhelmio.comAbout Helmio
Helmio helps investors independently understand how their portfolios are being managed.
Helmio monitors fees, performance, diversification, portfolio risk, trading activity, tax efficiency, concentration, advisor activity, historical changes, and other factors that can affect long-term results.
Read-only by design
Helmio cannot place trades
Helmio cannot move your money
Helmio cannot transfer assets
Helmio does not have trading authority
Connected accounts are used for monitoring and analysis
Helmio
New Braunfels, Texas
United States
For support, billing, business, privacy, legal, security, or general inquiries:
contact@myhelmio.com