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FAQ
Below are answers to some of the most commonly asked questions about getting started and using our service.  If you don't find the answer you're looking for, please email us! Note: Compliance managers please browse our compliance area.
 
Domain Names/Hosting
  What are my domain name choices when I sign up for a Financial Visions Website?
  What about email at my domain?
Technical Issues:
  What browsers are supported?
Getting Started:
  How do I get started?
Creating Your Site:
  Once I sign up, how long before my site is "live"?
  How much work do I have to do?
  How much customization is possible?
Maintaining Your Site
  How difficult is it to customize and maintain my website? 
Compliance Issues:
  Is my website content FINRA reviewed and compliant?
Billing Questions:
  How can I change my billing options?
   
Domain Names/Hosting
Q. What are my domain name choices when I sign up for a Financial Visions Website?
A. If you have already secured your own domain (i.e. www.website.com) you can use it with our service. If you do not have a domain,  we will buy one for you at no charge. Note: If we register a domain for you we will automatically renew it on your behalf, and charge you an annual renewal fee of $25. If we do register a name for you, you still own the domain. If you decide to discontinue your service, you are free to transfer your domain to whatever registrar or hosting service you choose.

   
Q. What about email at my domain?
A. Financial Visions now offers a best-of-breed professional grade email solution for our clients. You can have multiple email boxes with an "@yourname.com" address. This email is accessible from both the web and via email software such as Outlook, and includes spam filtering, virus protection, vacation messaging and many other features. Check domain availability here.
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Technical Issues:
Q. What browsers are supported?
A. While older browsers are supported for your site visitors , in order to build your site, we recommend Internet Explorer 5.5, 6.0 or higher. Most personal computers run this browser.
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Getting Started:
Q. How do I get started?
A. Having your own professional website is as easy as subscribing to a magazine, simply click on the "Sign Up Now" button. It only takes about 5 minutes to sign up! 
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Creating Your Site:
Q. Once I sign up, how long before my site is "live"?
A. We will set up a temporary site for you that you can preview and edit within one business day. New domains normally take up to 48 hours to go live. If we are using a domain that you already own, transfers can take anywhere from 2 days to 2 weeks, depending on your registrar.

If you have a broker/dealer compliance requirement, the site will go live as soon as approved by your compliance department.
   
Q. How much work do I have to do?  
A. Once your temporary site is live, you simply have to add some basic text (a welcome message, information about your firm, etc.) select a design style, add a logo and/or photo,  and choose which articles, forms, and calculators to include.  All this can be done in less than an hour!
   
Q. How much customization is possible?
A. Our simple web-based customization process is so easy that you can review and customize your entire site within minutes.  This includes adding your own images, links, account access, newsletters or other pages, presentations,  and more.  With our push button publishing system, your site can be changed whenever  you want, and can evolve as your practice does. No special skills or training are needed, but advanced users can even add their own html code and scripts.
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Maintaining Your Site
Q. How difficult is it to customize and maintain my website? 
A. Financial Visions Website Manager is designed to make site customization and maintenance so easy that any computer novice can create, maintain and customize their own site. No outside designer or developer is needed, saving you both time and money. Our tools are "browser based", so there is no special software to learn, and nothing to download or install. If you can access the internet, and know how to use a word processor, you can create and edit your own site with Financial Visions.
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Compliance Issues:
Q. Is my website content FINRA reviewed and compliant?
A. Every article, calculator, or other resource that requires review has been reviewed by the FINRA. When changes were required, we made them. In addition to having all of our content written and reviewed by financial professionals on an ongoing basis, Website Manager allows you to turn off any single article, calculator or newsletter that does not fit your practice.  In addition, most text fields are available to be customized in the Website Manager as well.  You can rest assured that your site content is prepared by professionals, reviewed for compliance, and completely within your control.
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Billing Questions:
Q. How can I change my billing options?
A. To change your billing options or to cancel service, simply email us with your request. Include in your email your full name, password and the last 4 digits of the credit card you are currently using.
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