|
Click on the Sign Up Form link and complete the
form.
Then fax the completed form to 310.539.6812. Once
AdvisorSquare receives your submission, they will
contact you. |
|
|
Call AdvisorSquare at 1.800.251.3863 ext. 144
or ext. 122 or ext. 128 to Upgrade your Web site. |
 |
|
You will be asked to select a template and a web address for your web site.
You can either:
1. Register a unique Domain Name
for your web site - $70 for a 2 year registration
2. Transfer existing domain name - $60 transfer fee |
|
|
AdvisorSquare will contact your office to schedule a Web Site Orientation telephone
call to review the web site developed for you and discuss the goals and focus
of your web site.
At this time you will be shown
how your web site works, the library of pre-approved
content for your web site and the procedures
for sending personalized information about your
firm to your AdvisorSquare web site developer. |
|
|
Although AdvisorSquare provide a substantial amount of content for your web
site, your web site’s message can be tailored to fit your organization.
Collect the messages you want to include about your firm and send them to AdvisorSquare
in the format discussed during your Orientation Conference Call.
Hint: To speed the launch of your
web site, it is recommended that you start with
the pre-approved content to get the site released
then begin the customization process after the
initial site is released. |
|
|
Your AdvisorSquare web developer will complete the personalization of your site
to your specifications. Once you sign off on the web site, the web site will
be electronically submitted to your Compliance Department. |
|
|
The Compliance Department utilizes an on-line application
to streamline the web site approval process. If
changes need to be made to any of the content on
your web site, the Compliance Department will work
with you directly to modify that content. Once
the Compliance Department has approved your web
site, it will be automatically released to the
Internet.
Note:
After your web site is released, you can make
modifications to
your site’s
content at any time. If you edit a previously
approved content page, the approved page will
continue to display on your site until the
new page is approved. |
