Fix common issues
Solutions to common issues on the platform. Each entry follows the same pattern: the symptom, the likely cause, and the steps to fix it. If none of these solve your issue, see Report a bug below.

Likely cause: incorrect password or an expired reset link.
Fix:
- Double-check that you’re using the correct email address
- Click Forgot password on the login page and follow the reset steps
- Check your spam folder for the reset email — links expire after one hour, so request a fresh one if needed
- Make sure you’re visiting advizrclients.com (not a different URL)
- If you still can’t log in, message your FDE for a manual reset
Likely cause: browser cache, network issue, or an outdated browser.
Fix:
- Refresh the page (Ctrl+R or Cmd+R)
- Clear your browser cache and cookies for advizrclients.com
- Try a different browser — Chrome, Firefox, Safari, or Edge
- Check your internet connection
- If the issue persists, the platform may be undergoing maintenance — wait a few minutes and try again
Likely cause: a temporary processing delay or session timeout.
Fix:
- Wait 10–15 seconds — some responses take time, especially for document analysis
- Check whether a loading indicator is visible (the AI may still be processing)
- Refresh the page and send your message again
- Start a new thread and retype your question
- If Chat remains unresponsive, email your FDE or book a call
Likely cause: the file is too large, in an unsupported format, or the connection dropped.
Fix:
- Check the file size — the maximum is 25 MB per file
- Check the format — supported types are PDF, DOCX, TXT, XLSX, CSV, PNG, JPG, and JPEG
- Try uploading a smaller file to confirm the upload function works
- If you’re on a slow connection, try again on a faster network
- If the problem persists, try a different browser
Likely cause: email digests are turned off, or emails are going to spam.
Fix:
- Check your notification preferences to make sure email digests are enabled
- Check your spam or junk folder for emails from Advizr
- Add the Advizr sender address to your contacts or safe senders list
- In-app notifications appear even if email is disabled — check the bell icon in the top bar
Likely cause: screen size or zoom level.
Fix:
- Set your browser zoom to 100%
- Rotate your phone to landscape mode
- If you added the site to your home screen, remove it and re-add it
- Update your browser to the latest version
- The platform is optimized for screens 320px and wider — very small screens may have layout limitations
Likely cause: the 24-hour session token has expired.
Fix: log in again. Sessions last 24 hours and renew automatically while you’re active, so this only happens after extended idle periods — it’s a security feature, not a bug. If you’re being logged out while actively working, clear your browser cache and try again. See Login and security for how sessions work.
Report a bug
If a fix above didn’t work, or you’ve found something that doesn’t look right:
- Take a screenshot of the issue
- Note what you were doing when it happened, and which browser you’re using
- Open Chat and describe the issue with the screenshot attached
- Your FDE will investigate and follow up
For urgent issues that prevent you from using the platform, email your FDE directly or book an ad-hoc call.
Still stuck? Send your FDE a message in Chat with your browser, a screenshot, and when it happened.