We're Here to Help
If you're experiencing a technical issue, have a question about Red Oak, or need assistance with your account, the Red Oak Support team is available to help.
Email Support
The fastest way to reach us is by email:
When emailing, please include:
- Your username and Client ID (firm name)
- A clear description of the issue
- Any relevant submission numbers
- Screenshots if applicable
The more detail you provide, the faster we can help you.
Talk to Your Administrator First
For questions about your firm's specific setup — such as submission types, workflows, user access, or visibility profiles — your firm's Red Oak Administrator is often the fastest resource. They have direct access to your firm's configuration and can resolve many issues without needing to contact Red Oak directly.
SSO and Account Setup
For SSO configuration, new firm onboarding, or significant account changes, contact your Red Oak account manager or email support to schedule a call.
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