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CM Group Holdings Help Center home page
  1. CM Group Holdings
  2. Advisor FAQs
  3. Advisor Account Management

Advisor Account Management

  • What do I do if I Skip, Pause, or Cancel my Auto Renew Subscription?
  • Auto Renewal (Advisors-Only)
  • Annual Renewal details
  • Auto Renewal process failures
  • Moving? Address change locations
  • What is the difference between a “New” and “Reactivating” Advisor?
  • I lost my Advisor status. How do I re-join as an Advisor?
  • How to use the My Reports Dashboard
  • How to change your Upline.
  • When will my order's earnings be paid?
  • Should I expect to get a 1099-NEC for tax purposes, and if so, where will I find it?
  • How do I add or update my SSN? (US Advisors only)
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