2. The method of claim 1 , wherein facilitating the discussion comprises: transmitting a first message to the support agent about the first page of the online financial document using the chat window; and receiving a second message, in response to the first message, from the support agent about the first page of the online financial document using the chat window.
2. The method of claim 1 , wherein facilitating the discussion comprises: transmitting a first message to the support agent about the first page of the online financial document using the chat window; and receiving a second message, in response to the first message, from the support agent about the first page of the online financial document using the chat window. 5. The method of claim 2 , wherein the support agent is viewing the first page of the online financial document while engaging in the discussion using the chat window.