Published: April 28, 2025

Last Updated: February 6, 2026

To access the concierge scheduling program, click here.

This exclusive program lets you schedule a one-on-one call with a knowledgeable agent who can answer your questions, walk you through our tools, and help you make the most of your TradeSmith experience. 

Setting up a concierge appointment is easy! Simply expand the Customer Success Team folder and click “Schedule a Concierge Appointment.” A new tab will open, taking you directly to our concierge scheduling platform. 

Hit the Next button below and follow the site’s prompts.

Important: Members should schedule only one concierge appointment at a time. This helps ensure availability and keeps everything running smoothly for everyone. 

Need Help? 

Our Customer Success team is ready to assist: 

• Phone: 1-866-385-2076 (toll-free) 
• Email: [email protected] 

I look forward to seeing you in the next round. Until next time, bye! 

*Note—The tabs and features you see on your TradeSmith Finance site will vary based on your subscription(s) and subscription level(s).