People and Resources to Help.
Online
Help
Envoy offers free, online education tools, resources, and more at the Online Help Center and Education & Resources Suite.
Account and Technical Help
For 401(k)s & 403(b)s:
Call (888) 879-1376 or email us at: clientservices@envoyfinancial.com
For all other accounts (IRAs):
Call (888) 879-1376 or email us at: advisory@envoyfinancial.com
Review Your Investments
Click here or call (888) 879-1376 to schedule an online/phone meeting with one of Envoy Financial’s licensed advisors.
To update your contact information, change beneficiaries, and change your investment elections,
click here to access the Envoy Web Portal.
Offices in Colorado
5333 N. Union Blvd., Suite 200
Colorado Springs, CO 80918
Office Hours
Monday – Thursday [8 am – 5 pm MST]
Friday [8 am – 11 am MST]