The Basics

Everything you need to know to get your site off the ground and into the cloud

26 articles in this collection
Written by FMG Suite, Bailey Sanz, and Iris Wu

Marketing Calendar

What is it and how do you find it?

Written by Bailey Sanz
Updated over a week ago

My LinkedIn Connection has Expired. Now What?

How to remove an expired connection and reconnect your LinkedIn profile

Written by Bailey Sanz
Updated over a week ago

Logging in to Your FMG Suite Tools

How to log in to your FMG Suite admin

Written by FMG Suite
Updated over a week ago

Contacting Customer Service

How to contact customer support

Written by FMG Suite
Updated over a week ago

Set Up

Adding Subusers to Your Account

How to add additional users to your FMG Suite admin and reset your password

Written by FMG Suite
Updated over a week ago

Adding Personas to Your Account

How to add additional Persona accounts to your FMG Suite subscription

Written by Iris Wu
Updated over a week ago

Set Up Admin Notifications

How to receive notifications about activity on your FMG Suite admin

Written by FMG Suite
Updated over a week ago

Updating Your Logo

How to add or replace your company logo

Written by FMG Suite
Updated over a week ago

Updating Your Portrait Image

How to add or replace your headshot

Written by FMG Suite
Updated over a week ago

Updating Your Disclosures

How to update the disclaimer that appears in your website footer and email signature

Written by FMG Suite
Updated over a week ago

Updating Your Location

How to update your office contact information

Written by FMG Suite
Updated over a week ago

Updating BrokerCheck

How to change the appearance of your BrokerCheck link

Written by FMG Suite
Updated over a week ago

Adding Sidebar Widgets to Your Site

How to include helpful links on your website's sidebar

Written by FMG Suite
Updated over a week ago

Making the Most of Your Marketing Tools

How to get your Marketing Tools up and running.

Written by FMG Suite
Updated over a week ago

Editing Your Website

Building a New Page

How to add a new page to your website

Written by FMG Suite
Updated over a week ago

Resizing Images

How to reduce the size of your images

Written by FMG Suite
Updated over a week ago

Adding a Link to a Page

How to add a hyperlink to your content

Written by FMG Suite
Updated over a week ago

How to Link a PDF in a Text Section

How to add a PDF to a page on your site

Written by FMG Suite
Updated over a week ago

Drafts

How to save and access work in progress

Written by FMG Suite
Updated over a week ago

Team

Adding and Removing Team Members

How to add and delete your team members

Written by FMG Suite
Updated over a week ago

Building Your "Team" Page

How to create and edit your "Team" page

Written by FMG Suite
Updated over a week ago

Adding an External URL to the Navigation

How to add a link to another website to your menu

Written by FMG Suite
Updated over a week ago

Adding an Internal URL to the Navigation

How to add a link to a page on your site to your menu

Written by FMG Suite
Updated over a week ago

Compliance

Self-Managed Compliance

Submitting and approving website updates

Written by FMG Suite
Updated over a week ago

Direct Compliance

How to view and mange your compliance cases

Written by FMG Suite
Updated over a week ago

Website Archiving

How FMG Suite archives your website for compliance

Written by FMG Suite
Updated over a week ago