- On the left-hand side navigation, click on Company Info.
- Complete the fields as needed:
- First and Last Name are for the primary advisor.
- Company Email Address is used for your notifications.
- Company Logo appears throughout your website.
- Company Address will use Google to fill out the specific address fields below it.
- ALL numbers (phone, fax etc.) will appear in footer and contact sections when filled out.
- Add a Client Login URL if you use a separate software system for your clients.
- Disclaimers section will appear at the bottom of all the pages of your website.
- Complete the Social Media section if you have any accounts you want to link too on your website. Icons are normally linked to this from your footer or contact sections.
- Draft to save it without publishing the changes.
- Published to go live with the changes.
- Needs Review to submit to your compliance team. Note that it will go live once approved and that the button will only be visible if you have a compliance workflow.
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