Understand appointment status
- Sign in and open Appointments in My account.
- Select the appointment you want to review.
- Read its status and verify its adviser, services, date and time.
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Awaiting approval means the request is received but not yet confirmed. Confirmed means an authorized staff member has approved it.
Find your GoTo meeting link
- Wait for your appointment to be approved.
- Look for the meeting-link email, or open the confirmed appointment in My account.
- Use Join GoTo Meeting when the link is available.
Meeting access is shown once the connection has completed; it is separate from the initial approval message.
Need a hand?
If a confirmed appointment has no link, contact the firm. Cancelled appointments cannot be joined.
Reschedule or cancel
- Open your appointment and expand Reschedule appointment, or choose Cancel appointment.
- For rescheduling, choose a date, duration and New time, then select Review change.
- Review the details and choose Confirm change. Leaving without confirming keeps the current appointment.
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Leaving the review without confirmation keeps the existing appointment. Confirmed changes appear in your account.
Need a hand?
Changes are available before the appointment starts. If the action is unavailable, contact the firm.
Review reminder preferences
- Open the appointment’s reminder preferences.
- Choose the preferences offered and save them.
- Check Messages for available appointment communications.
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Email is the delivery channel currently connected. An SMS preference or preview does not mean a text message will be sent.