Need help?
Use this page for support questions, privacy questions, and account-access help. For the fastest path, include the email address you use with NestPath Advisor and a short description of the issue.
Support contact
Email: support@nestpathadvisor.com
Phone: 208-850-5289 · 208-850-KATZ
NestPath Advisor, a DBA of Katz Capital Advisors LLC
217 W. Beech St.
Caldwell, ID 83605
This inbox and phone number should be monitored for customer support and App Review contact if needed.
What we can help with
- Sign-in or account-access problems
- Linked-account connection issues
- Questions about balances, transactions, or insights
- Privacy questions or manual correction issues
- Account deletion help
Troubleshooting linked accounts
- Make sure the institution credentials you enter in Plaid are current.
- If an account was connected but looks outdated, first check whether the account is still linked in Settings.
- If a bank or broker connection is temporarily unavailable, try again later or contact support with the institution name.
Account deletion
You can delete your NestPath account directly inside the app from Settings. That flow is the fastest option when you still have access to the app.
Privacy questions
For privacy questions or to understand how connected-account data and manual corrections are used, review the Privacy Policy or email support.