Updating BrokerCheck

How to change the appearance of your BrokerCheck link

To update where your BrokerCheck link appears on your website, navigate to Website >> Settings.

Here, you can choose your preferred appearance, and your changes will be automatically saved and applied to your website. 

You have two options to display the BrokerCheck link on your website:

  • A floating link at the bottom right-hand corner of your site (this is the default):

  • A banner at the top of your website:

The BrokerCheck link points to
FINRA's BrokerCheck website.

Click here to learn more about BrokerCheck requirements.