Onboarding FAQ

The site looks great, what’s next?
If you have a Broker Dealer, we will then send the site to them for review. If not, you are ready to go live!
Wed, 30 May, 2018 at 1:38 PM
How does the compliance process work?
After a website is deemed "ready to go live" by a client with a Broker Dealer, we will send the site to the Broker Dealer for review. The time req...
Wed, 30 May, 2018 at 1:24 PM
How do I go live?
If your site is finished with compliance review, or does not require review at all, and is ready to go live, please reach out to our Onboarding Team at onbo...
Wed, 30 May, 2018 at 1:26 PM
Who do I work with for updates once my website is live?
Our Support Team will handle any future requests when you website is live. You can reach them at https://support.advisorwebsites.com.
Wed, 30 May, 2018 at 1:39 PM
I paid a setup fee to get the website built. Why do I still have to pay a subscription fee before the site is live?
The setup fee covers only account creation and content loading. The ongoing subscription fee is for the continued support and edits made by the Onboarding T...
Wed, 30 May, 2018 at 2:01 PM
How do I get a custom website?
Unfortunately, we do not offer fully custom websites at this point. While we can do our part in making your website unique to your practice through banner c...
Wed, 30 May, 2018 at 1:45 PM