How to respond when Edvisor needs more information

Last updated: September 14, 2026

When a cancellation request shows Waiting on client, use Add documents to upload a new file for every requested field and reply to the Edvisor team, then resubmit. The status returns to Requested. Keep using the same request so the team can compare the original and corrected documents.

When a request is marked Waiting on client, Edvisor needs documents or clarification from you before the case can move forward.

Steps

  1. Open the request marked Waiting on client and read Edvisor's message.
  2. Select Add documents to open Resubmit cancellation documents.
  3. Upload a new file for every document field requested. Files under Already attached remain available as history; they do not replace a newly requested upload.
  4. Use Reply to the Edvisor team to explain the correction or answer the question. A reply is required when Edvisor requests clarification without any document fields.
  5. Select Resubmit request and check that the status returns to Requested.

Keep using the same request

Do not open a new cancellation request. Previous submissions remain in the existing request's history, so the team can compare the original and corrected documents.

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