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Editing Your Website
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1. To get to the site building tools, go to your website, and simply click on the main picture on your welcome page.
 


2. This will take you to a login screen like the one below.
 


  Once there, enter the username and password you gave us when you signed up. Click here if you have have missplaced your username or password.
3. When you log on to the site building tool, you will notice that the left hand portion of the screen has links, or buttons, corresponding to to the various pages of your site:
 



  • By clicking on a link, you can begin editing the various pages.
  • Each page has screen shots and a brief tutorial.
4. A number of pages have a toolbar that allow you to format your text:
 
 
  • If you are cutting and pasting text, please cut and paste from Microsoft's Notepad, or WordPad. Go to: the Start button > All Programs > Accessories > Notepad or > WordPad (Copying and pasting from Microsoft Word creates formatting problems. )
  • If you do not want a particular page to show up, simply leave the area below this toolbar blank. Blank pages are automatically left out of your site.
  • Once you have made your edits on a page be sure to click the "Save Changes" button or your changes will not be updated on your site.
  Compliance Review:
 
  • If your site modifications are subject to a Compliance Officer review prior to being posted to your site, you will see two additional buttons above called "Preview Unapproved Changes" and "Request Compliance Review". The "Preview Unapproved Changes" button allows you to view not only what is currently on your site, but any pending modifications that have not yet been reviewed. These two additional buttons will not appear until after you have submitted your temporary site address to compliance for review for the first time and compliance has approved the site to go 'live'.
  • If you do not have a compliance review requirement, you can save all of your changes and review your live site by clicking on the "Save Changes" button. This will save the changes you have made and publish your pages. To get back to the Website Manager, simply click on your home page photo again.
   
If you require additional assistance, please feel free to contact our customer service team:
customerservice@financialvisions.com
, or call us at: (800) 593-9228.
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