Classic Platform | Force PlatformWhat platform am I on ?

Classic Platform

  1. Select Company on left hand menu
  2. 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)
  3. Complete Organizational Details for Company Information
    • Client Login URL - Complete if you use a separate software system for client login
  4. Complete Office Locations (Note: This information will appear in the footer and contact sections)
  5. Complete License Information to list the states you are licensed to operate in
  6. Complete Headshot and Biography of main advisor (if applicable)
  7. Complete Disclaimer  (Note: This information will appear in the footer of every page so you only need to add it once here.)
  8. DON'T FOR GET TO CLICK SAVE BEFORE NAVIGATING AWAY!

Force Platform

  1. Click the Person Icon on the top right and select Company Information from the menu
  2. 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)
  3. Complete the Company Information section
    • Client Login URL - Complete if you use a separate software system for client login
  4. Complete Address & Numbers (Note: This information will appear in the footer and contact sections)
  5.  Complete License & Disclaimers to list the states you are licensed to operate in and to add the Disclaimer that will appear on each page of you website
  6.  Complete the Social Media if you have any accounts you want to link too on your website.
  7. DON'T FOR GET TO CLICK SAVE BEFORE NAVIGATING AWAY!