The Basics
Account Set Up
- Updating Your Portrait Image
- Updating Your Logo
- Updating Your Location
- Updating Your Disclosures
- Updating BrokerCheck
- Set Up Admin Notifications
- Quickstart Guide for Marketing Suite
- Managing Your Sidebar Widgets
- Making the Most of Your Marketing Tools
- Adding Subusers to Your Account
- Adding Additional Advisors to Your Account
- Troubleshooting Multi-Factor Authentication (MFA)
- vCard Contact Download
- Email Notifications
- Why Am I Getting Redirected to the Login Page When Setting Up My FMG Account?