| Listed below are the most
frequently asked questions. If your question is not listed,
please call us at (800) 251-3863. |
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| General
Information On Websites |
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| • I
want a website. How do I get started? |
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You have
three ways to get started. Choose the one that
is most convenient for you:
1. Complete the online sign up form now
2. Call us at 800.251.3863 to speak to website consultant
3. Schedule a consultation on our online appointment
system |
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| • How long will it take to build
my website? |
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| Once we receive
your personalized content, a Business site can
take between 3-5 business days, a Premium site
can take between 7-10 business days, and a Custom
site varies on a case-by-case basis. |
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| • How long will it take for my
website to go “live”? |
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| It can take
up to 10 business days for your site to be built,
however, your compliance department must review
and approve your site before it is live. |
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| • How much work do I have to
do? |
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| Once you
have selected your template, you just need to
provide us with your personalized content—biography,
products and services, pictures, company philosophy,
etc. We’ll do the rest. |
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| • What is the difference between
a Business and a Premium site? |
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| A Premium
site has more of everything: More customizable
pages, more calculators, more articles, and more
email accounts. View Business and Premium features side
by side. |
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| • What if I already have a website? |
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| We will transfer
your web pages and domain to our servers so you
can begin enjoying the benefits of our services
and AdvisorSquare technologies. The cost to transfer
your webpages is contingent upon original design.
The cost to transfer your domain is $60. |
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| • Can I write my own articles?
What if I don’t have content? |
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| Yes, you
can provide any personalized content that you’d
like. If you don’t have content, you have
access to a database of compliance-approved articles
provided by a third party publisher. |
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| • How do
I make changes to my site once it is live? |
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| With AdvisorSquare’s
Content Editor, it’s easy to make changes
to your site. The Content Editor is a web-based
tool so there is no software to download or install.
Once your changes are made, your compliance department
will automatically receive an email notification
to review your changes. |
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| • What does my monthly fee pay
for? |
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| In addition
to the storage of your website, your monthly
fee pays for your access to third party, compliance-approved
articles, calculators, and research tools as
well as server maintenance. |
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| • Do I need to speak “tech” to
create and make changes to my website? |
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| No. With
our website management tools, you can easily
make edits to your site without knowing a single
line of programming code. |
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| • My website just went live.
How do I use it? |
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| Your website
contains a wealth of information for your clients
and your prospects. In order for people to visit
your site, they need to know about it! Attend
one our GetHits webinars for
ideas on easy ways to get the word out on your
site. |
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• I want to be listed at the
top of the search engine rankings.
Can you help me? |
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| We pride
ourselves on our service and design. Although
we are not a search engine optimization company,
we are willing to work with third party vendors
to assist you in achieving your goals. |
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| General
Information On Emails |
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| • Can I get an email account
from AdvisorSquare? |
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| Yes. Your
AdvisorSquare website includes 5 email accounts
with a Business site and 10 email accounts with
a Premium site. Additional accounts can be purchased
for $5/month. You will receive instructions on
how to set up and receive your email shortly
after sign-up. |
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| Domain
Names |
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| • What
is a domain name? |
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| A domain
name is a unique name that identifies a site
on the Internet. For instance, in www.myfinancialsite.com, "myfinancialsite" is
the domain name. Domain names must be registered
through an Internet service company that acts
as a domain name registrar. Once you have registered
your domain name, you essentially own it, and
can renew it from term to term for a nominal
fee. AdvisorSquare will notify you of these renewals. |
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|
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| • Can I have my own domain
name? |
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| Part of the
process in creating a site is to register a domain
name. So, yes, not only CAN you have your own
domain name, but you MUST register your own domain
name. AdvisorSquare handles this domain name
registration on your behalf, but you actually
own the domain. Once you register a domain with
AdvisorSquare, your URL will be active and an “Under
Construction” page will display at your
address. |
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| • What are some guidelines
for selecting a domain name? |
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1. Make it
as short and simple as possible.
2. Because domain names are NOT case sensitive,
there is no difference whether you use upper
or lower case letters.
3. Do not use punctuation or spaces. Though
underscores are recognized, they are not recommended
because they can be too easily misinterpreted.
Stick to all letters!
4. Choose carefully. Once you have distributed
your address, you probably won't want to change
it! |
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• What if I already own a domain
name but AdvisorSquare does
not host it?
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| If you already
own a domain name, the first step you need to
take before you build your website is to contact
AdvisorSquare at (800) 251-3863 to have your
domain name transferred. There is a one-time
$60 fee to have your domain name transferred
from one host to another. |
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| • How can I check on the availability
of a domain name? |
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| By going
to www.netsol.com and entering the domain name
and extension (.com, .net, etc.) you wish to
register and click the GO button. The Network
Solutions system will let you know if that particular
domain name and extension is available for purchase. |
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| Compliance |
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• Does
my website have to be approved by my Compliance
Department? |
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| Yes. In
accordance with the NASD conduct rules, electronic
communication
is under the guidelines of CR 2210 and therefore,
any information posted to computer network subscribers,
or the Internet, is considered as advertising.
It is very important to note that both types
of sites and any new securities related information
contained or "linked" therein require
prior approval by the Compliance Department. |
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| • Do I have to submit my site
to Compliance myself? |
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| AdvisorSquare
has developed an application used by your Compliance
Department to electronically view and approve
all web site content. So, you can feel free to
make ongoing changes and additions to your site,
knowing they will automatically be submitted
for approval and will only appear on your website
once the Compliance Department has approved them. |
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| Uploading
images And Other Documents |
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• Can I
upload images, PDFs, MP3s, Word documents and other
files
to my website? |
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| With both
Basic and Premium websites, you may upload pictures
in .gif or .jpg format to your website as well
as PDFs, MP3s, Word documents and Excel files.
You can add links to your web site that visitors
can click on to view or download your files.
These files can also be exchanged with customers
over a secure connection using LockBox. |
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| • What format should my files
for uploading be in? |
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| images files
for use on World Wide Web sites should be in
one of two formats. They should either be .gif
or .jpg files and saved at 72dpi (dots per inch)
resolution. In general, .jpg (or JAY-PEG as it
is pronounced) is a better file format for photographs – especially
photos of people — and for images with subtle
color gradations. A .gif file is a good format
for images with solid, flat colors and those
that have sharp edges, such as text or line art.
A logo image usually lends itself well to a .gif
file. |
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|
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| • What is the maximum size
that my file should be? |
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| The smaller
the file size of your graphics, the faster your
web page will load. A graphic image file shouldn't
be more than about 25K, and it is even better
if it can be less. |
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• What is the recommended image?
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| Most images
will look best on the templates if they are between
2 and 3 inches wide, with a proportional length. |
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