If your practice has recently received a registered team name, your advisor website may be configured with additional options that allow for team-specific information to be added.
Important:
In the My Profile section of the Digital Workspace, if you do not have access to the Team Profile tab, please reach out to your Marketing Team and they can assist you with getting your site configured for a team.
After your site has been configured for a Team you should have access to Team Profile settings. These settings allow you to add and manage team-specific information, such as a Team Name and Team contact info.
Your team name should be added or updated in a few different locations, to ensure consistency:
Team Profile
1. Navigate to My Profile.
2. While in My Profile, select the Team Profile tab in the top header.
3. You may add or update your Team Name and add any other team-specific contact information.
4. When you are finished making changes to your profile, scroll to the bottom of the page and click Submit for Approval to submit your changes to Compliance for review.
Site Settings
1. From the Digital Workspace, navigate to Settings.
2. Select the Settings tab in the top header.
3. Update your Site Title to reflect your team name (Note: Do NOT update your Site URL. If you'd like to update your URL, please contact your marketing team for assistance).
4. Click Save changes when you are done to submit your changes to Compliance for approval.
Your Pages - Search Engine Titles
1. From the Digital Workspace, navigate to Settings.
2. Select each page in your Menu Structure and ensure that the Search Engine Title has been updated to reflect your team name.
3. Click the Save this page button at the bottom of the page to submit your changes to Compliance for approval.
Content Blocks
If you have any content blocks on your web pages that contain outdated information, you will need to ensure they have been updated to reflect your team name.
1. From the Digital Workspace, navigate to My Website.
2. On each of your custom pages, review the written content for any instances that require updating.To edit a content block, select the Options drop-down menu in the top-right corner of the content, then select Edit to open the Web Content Editor.
3. Make any desired changes, then click Submit for Approval to submit your changes to Compliance.
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