If you’d like to be matched with a different coach, our team can help review your request here.
To help us process it quickly, include the information listed below when you submit your request.
Information to include in your request
When requesting a coach change, include:
- The email address connected to your SmartDollar account
- Your full name
- The name of your current coach, if you know it
- A short explanation of why you’d like to change coaches
- Any specific coaching needs or preferences you’d like the team to know about
Please do not include sensitive financial information in your request.
How to request a coach change
- Submit a request here.
- Let the team know you’d like to change coaches.
- Include the information listed above.
- Watch for a follow-up from the team with next steps.
What happens next?
After you submit your request, the team will review the information and help with the next steps.
If a new coach match is available, the team will follow up once the change has been made.
Before you request a change
If there’s a specific concern or communication issue, include that in your request. This helps the team better understand what kind of support you’re looking for and how to help with the next coach match.
Need more help?
The team is happy to help. Submit a request here.
*Availability may vary based on your account, employer, or organization benefit. Contact your benefits team to learn whether this tool is available or can be added to your benefits.