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Ask Kelly! Your Portal AI Assistant

Portal Basics

ISS' Portal AI Assistant Kelly went live in April 2026. Kelly is ISS' chat bot and she is available 24/7 to answer your questions on the Portal. Who has access to Kelly? All Portal users have access to Kelly once they are logged in. How do you access Kelly...

Self-Directed Service Termination/Transfer Form

Broker Resources

Accessing and Submitting Portal Forms

Forms

Accessing Portal Forms Via the Portal Forms are available on the Portal and located on the homepage upon login. They are accessible from the Forms widget. Click on the form you would like to submit, and it will open the form in a new window. Once the form is...