Customer Support Policy

1. Support channel and language

Support is available in English by email at support@financialportfoliomanager.com. The support mailbox is for human help; automated service messages are sent from a separate transactional address.

2. What to include

• The email address associated with the account.
• A concise description of what you were trying to do and what happened.
• Relevant dates, plan name, and the exact text of any error message.
• For billing questions, include the charge date and amount, but never a full card number.

3. Protecting sensitive information

Do not send passwords, authentication codes, full payment-card or bank details, government identifiers, or unnecessary portfolio data by email. SWB Technologies will never ask for your password or full card details. We may require secure reauthentication before account, identity, billing, deletion, or privacy actions.

4. Billing, deletion, and privacy requests

Account settings are the primary route for billing management, cancellation, identity changes, and deletion. Support can help when self-service access fails but may require identity verification. Duplicate or erroneous charges are corrected. Exceptional refund requests follow the Refund and Cancellation Policy. Privacy requests follow the Privacy Policy.

5. Security reports and urgent incidents

Report suspected account compromise or a security issue to support@financialportfoliomanager.com with “Security” in the subject. Do not include exploit payloads containing real customer data.

6. Scope

Support covers reasonable help with Financial Portfolio Manager account access, billing, and product behavior. It does not include personalized financial, investment, tax, accounting, or legal advice; portfolio management; device administration; or support for unrelated third-party products.