Classic Platform | Force Platform | What platform am I on ?
- Select Company on left hand menu
- Complete fields in Personal Details (Note: First and last name are for primary adviser. Phone number fax etc. will appear in footer and contact sections)
- Complete Organizational Detailsfor Company Information
- Client Login URL - Complete if you use a separate software system for client login
- Complete Office Locations (Note: This information will appear in the footer and contact sections)
- Complete License Information to list the states you are licensed to operate in
- Complete Headshot and Biography of main advisor (if applicable)
- Complete Disclaimer (Note: This information will appear in the footer of every page so you only need to add it once here.)
- DON'T FOR GET TO CLICK SAVE BEFORE NAVIGATING AWAY!
- 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.