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Website Navigation

How to update your website's navigation menu

If you want to modify your website's top navigation menu, follow these steps:

  1. Navigate to Website > Navigation:

  2. Here, you can manage your navigation menu.

    Screenshot 2025-05-21 095150

  3. When editing or adding your navigation menu, you have these choices:

    1. Add Nav Item: You can add a new navigation item

    2. Edit Nav: You can edit the navigation label, which page it links to, the URL slug (for custom pages), or the Subpage and/or Anchor Link on a page. 

      Screenshot 2025-05-21 095427

    3. Actions: Use the 'Actions' drop-down menu to:

      1. Edit Page (only available for custom pages): Edit the page

      2. Delete: Delete the navigation item

    4. Positioning Your Nav Items: Drag and drop the navigation items to the desired position in your website navigation menu.

⚠️ Depending on the Broker/Dealer, some users' Navigation edits will need to be approved by compliance before the changes will reflect on their website.

 

📝 If you must stop and make more Navigation edits later, click the "Save Draft" button! 

 

✔️ After completing your edits, click the green "Publish" button in the Navigation editor to save your edits and submit the changes to compliance for review (if applicable).

Additional Resources