How to submit a bug
We are so appreciative of your support, engagement and feedback. If you do encounter anything that seems like a bug in your plan, please send a message via Boldin AI or Planner Chat. The Chat can be found in the top right hand corner of every page of the Planner.
All tickets are reviewed by one of our customer service representatives. Make sure to type "Speak with an agent" if you want to double ensure that your message reaches the team.
Please include:
• What year you are referencing
• Which scenario you are using
• Which assumptions you are toggled on (Average, Pessimistic or Optimistic)
• Which Budgeter you are toggled on
• Which Withdrawal Strategy you are toggled on
• Which Charts or Reports you are looking at
Any additional information via text, screenshot or video that will help us understand the issue you are seeing. This enables us to effectively and efficiently provide the best response. Once we have this information we will take a look at your plan and get back to you.
If you see an issue with the Roth Explorer please also share:
Which of the 3 Strategies you have selected
Whether you have selected to use only after-tax funds or not
Whether you have chosen to protect funds
Whether you have selected a maximum conversion amount.
This enables us to effectively and efficiently validate and triage any issues.
How to submit feedback and feature requests
Just send a message through Boldin AI or the Planner Chat — that's all it takes.
You don't need to file a separate request with a support representative. All feedback and feature requests are triaged automatically through our AI database. When you share an idea, Boldin AI will tell you right away whether the feature is already in progress, on the roadmap, or in our product enhancement backlog.
If you suggest something the product team isn't already tracking, we'll pass it along to them. Your input directly informs what we build next and helps shape Boldin's product roadmap.