Website Editor Help Page

The About Ameriprise page provides more information to your clients and prospects about the company's strength, integrity and breadth of services. This page and its contents are managed by the corporate office and cannot be modified or removed. The About Ameriprise page is automatically updated by corporate as needed.

Advisors are listed on the Our/My financial advice team pages of team and individual advisor websites. Only advisors located in one of your office locations may be listed here. To update Advisor's Photo, Name, Titles, Designations, or Degrees, please visit the Advisor information section.

Reorder the advisors in the Our advisors content block by clicking, dragging and dropping the blue rectangle to the left of the advisor's name into the desired order. Then click Save Draft button and Submit to CSU button.

Advisors to the My financial advice team page on individual websites

For individual websites the displayed advisors are added and removed manually. To add an advisor:

1. Navigate to the My financial advice team page
2. Click Edit or Add Content on the Advisors content block
3. Enter the advisor's first and last name and click the Search button
4. In the search results, locate the correct advisor and click Add advisor
5. Click the Save Draft button
6. Submit for review by clicking the Submit to CSU button

To remove an advisor click the red X next to their name, then click the Save Draft button and Submit to CSU button. Advisors that leave Ameriprise will be removed automatically.

Advisors to the Our financial advice team page on team websites

For team websites the displayed advisors are automated. An advisor must be associated with the appropriate team. Use the team practice and team name agreement form to add and remove advisors from a team. Once it is approved it will reflect on your website automatically within five business days.

For AFIG team websites only, additional advisors that do not automatically display on the page can be are added and removed manually. To add an advisor, search for the advisor by first and last name, click Add advisor, click the Save Draft button, and click Submit to CSU button to submit for review. To remove an advisor click the red X next to their name, then click the Save Draft button and Submit to CSU button. Advisors that leave Ameriprise will be removed automatically.

Describe your core practice philosophy or mission in this module located on the advisor profile and team profile pages to help prospects and clients better understand your approach to financial planning. You can choose a pre-approved message or write a custom message to describe your unique approach. Custom content can be shared from team to individual websites.

Corporate pre-approved approach statements

A library of pre-approved corporate Approach statement options is available to select from under Available Items. Choose the option you would like to add and ensure the left Selected Items column is empty. Click and drag your selection from Available Items to Selected Items, then click the Save Draft button. To submit, click the Submit to CSU button in the floating bar at the bottom of the page. Pre-approved options do not require CSU approval so the content will be live on the website upon clicking submit.

Custom approach statements

Differentiate your practice by targeting a custom statement towards your preferred clients. Describe your practice and explain your approach to financial planning by identifying your market segment, explaining your financial planning philosophy, listing your specialties, sharing your level of experience, and adding anything else that sets your practice apart.

There is a 1,500-character limit for content and an additional title with a 50-character limit, both required. A photo (optional) may be added with minimum dimensions of 375 X 251 pixels with acceptable file formats of .JPG or .GIF.

CSU review approval is required for custom content. A disclosure must be added if required by CSU.

Add and submit a custom approach statement

Ensure the left column is empty and click the Add Custom Item button. To update custom content, select the Edit icon (paper and pencil) on the right of the content. To remove a custom item from your site but save the content for future use, drag to the right Available Items column. To permanently delete custom content, click the red X. When finished editing, click the save icon (floppy disk) then click the Save Draft button.

To submit, click the Submit to CSU  button on the floating bar at the bottom of the page. The submitting advisor will receive an email from the CSU when a decision is made. Once approved by CSU the content will be live on the website. If content has been previously approved by ACMR for the state of intended use and has not expired, select Advisor Created Material Review approval received and enter the legal file number and approval start and end dates. Content that reaches an Approval End Date will automatically be removed from your website unless the content is renewed.

Translations

Translated text can be added to your website with ACMR approval to the My Approach module on individual website profile page, and Our Approach module on team website home page. See the translation section for more information and instructions.

Sharing approach statements between websites

If you have a team website, you have the option to share your custom Approach statement to your team's individual websites. In the team website editor home page, click the Share button on the bottom of the content block for the approved custom approach statement. The custom content can now be added independently on each individual advisor website without have to re-enter it. The shared custom content from the team website will appear under Available Items on all advisor's individual website editors. Going forward all shared content can only be edited in the team website editor and any changes made there—including deleting the content—will reflect on all websites.

Select pre-approved Areas of Focus to add to your individual website profile page, or if individual websites are turned off in favor of a team website, access on each advisor's bio page. Custom Areas of Focus are not supported. Selections require CSU approval.

List your primary areas of focus to help consumers match their needs with your knowledge and experience. The three areas you identify as most important will be displayed in the Find an Advisor search results and help match you to consumers who search for help in these areas.

Display awards and recognition from the Reviewed Professional Awards List with the year(s) the award was received for which you have documented proof of attainment. Retain all documentation for updating your listed awards. Any required disclosures will automatically be added to the bottom of your web page when you add a pre-approved award.

For any award, you must list the year(s) the award was received and have a hard copy of the award documentation from your records. Lifetime achievement awards may be promoted indefinitely. All other awards may be publicized for no more than 10 years and must appear on your website along with the year or years the award was received, unless consecutive years are within the past 10 years (e.g. 2008-2016).

• For consecutive years, use a dash "-" to separate years, e.g. 2017-2020
• For non-consecutive years, use a comma to separate years, e.g. 2017, 2020
• FIVE STAR: The current year can only be listed online once your specific state has published the recipients. Do not add the most recent year until the first of that month.

If your award is not one of the pre-approved award options available within the editor, you may promote it using the custom award option. To promote an award using the custom award option, please review Compliance Manual Policy: 14.1.13 Awards for approval process requirements. Additional disclosures may be required for custom awards as determined by legal and compliance.

Team awards are available only on team websites and individual websites of advisors that are part of a formal team. Filter team or individual awards with the checkboxes above Available Items.

Individual advisor website awards and recognition

Select from pre-approved award options to display on your Advisor Profile page or add a custom award by clicking the Add Custom Item button. There is no limit to the number of awards you can add to an individual advisor website. Team awards are available only for individual advisor websites of advisors that are part of a formal team. Custom team awards require the team's name and a comma to display before the award (eg. Financial Planning Team, Ameriprise Client Experience Award).

Team website awards and recognition

Select from pre-approved award options to display on the Team profile page or add a custom award by clicking the Add Custom Item button. Up to 10 awards can be displayed on team websites. Individual advisor awards on team websites require a selection of which advisor(s) received the award, and must first be listed on each advisor's individual website and/or bio page on the team website. up to five additional recipients of the same award can be added by selecting Add additional recipients within the editor for the given award, then selecting up to five additional recipients and entering the appropriate years.

Banners are required on both team and individual advisor websites. Choose from a library of pre-approved content or create a custom banner.

Write a custom banner to help differentiate and position your practice at a front and center location. Custom content must be reviewed by CSU and has a 100-character limit. If content has been previously approved by ACMR for the state of intended use and has not expired, select Advisor Created Material Review approval received and enter the legal file number and approval start and end dates. Content that reaches an Approval End Date will automatically be removed from your website unless the content is renewed.

The banner is a great place to showcase awards and recognition you receive. If you are eligible you will receive an email with directions, pre-approved verbiage, legal file numbers and approval dates to use. You must add the accolade to your awards and recognition module on your Profile page before you can add it to your banner text or other areas of your website.

INSTRUCTIONS: With the left column empty, click and drag content from Available Items to Selected Item, or click Add Custom Item. To update custom content, select the Edit icon (floppy disk) on the right of the content. To remove a custom item from your site but save the content for future use, drag it to the right column. To permanently delete custom content, click "X". When finished editing click the Save Draft button and Submit to CSU RP at the top-right of the page.

Calculators provide financial insights to clients and prospects that may prompt questions or supplement meetings. All available calculators appear automatically on your Resources page.

You can remove, readd, organize the display order, and preview any calculators via the website editor Resources page. Drag a calculator to Available Items to remove it, and to Selected Items to add it. Drag and drop caculators in the order you want them to display. When finished click the Save Draft button, then Submit to CSU RP at the top-right of the page.

List pre-approved career postings on your AFG website to help create awareness of the opportunity and display it in an accessible and easily referenced location on your Career opportunities page.

Career Postings are available for AFG only at this time. Custom career postings are not supported.

Adding a corporate pre-approved career opportunity

A library of pre-approved corporate career opportunity options is available to select from under Available Items. Choose the option you would like to add and click and drag your selection from Available Items to Selected Items.

An email address for inquiries and applicants is required with each selection. The email address you provide must exactly match a valid Ameriprise email address of an advisor or staff member with your practice as it is shown on your website’s My/Our financial advice team or Contact page.

To save click the save icon (floppy disk) and to edit click the edit icon (pencil and paper). When finished click the Save Draft button. To submit, go to Submit to CSU RP at the top-right of the page and click the Submit button. Pre-approved options still require CSU approval to validate the email address. Content will be live on the website upon CSU approval.

Client Satisfaction Ratings can be displayed on the home page of your individual or team website. There is no minimum number of responses required for an advisor or practice to receive a rating. An accompanying disclosure will automatically be added to the bottom of your web page when you add your Client Satisfaction rating. Ratings are based on responses submitted within a rolling 24-month period and are updated daily.

The survey rates eligible advisors on the following criteria:

• Overall satisfaction with the advisor
• Satisfaction with key elements of the client experience that are proven to be key drivers of client satisfaction and increased retention.

SEO

Displaying your client satisfaction score for individual websites will positively influence the order your practice displays in AmeripriseAdvisors.com search results. Displaying the score on your team or individual website will enable to score to display in Google search results and Google My Business listings. Note that this will take time to reflect on Google and Ameriprise does not have the ability to expediate when search engines update.

Display Limitations

If you do not have a rating, your clients may not have taken the survey within the last 24 months or the survey may have been taken within the last 24 hours.

Team scores can only be shared on team websites, and individual scores can only be posted on individual advisor websites and team website bio pages. If your score is not available your face-to-client may reflect a team rather than an individual or vice versa. You can change your face-to-client for each team and advisor individually in practice relationship manager. Select Advisor Profile for individual advisors and Team Practice Profile or Team Practice + Subset Profile for teams.

Located on the Advisor profile page of individual websites (or the advisor's bio page on team websites if individual websites are turned off), and the Team profile page of team websites. Demonstrate your values to clients and prospects by sharing how you’re involved in your community, which is important to many consumers and can help generate referrals through your network. Examples of community participation include: volunteering regularly at local nonprofits, serving on a nonprofit board of directors, participating in nonprofit organized walks or runs, coaching a youth athletic team, sponsoring a nonprofit event.

Provide details about the organizations or community activity in a custom message with a 650-character limit. For example: "As a volunteer of the Boys & Girls Club of Greater Milwaukee, I help kids with their homework, coach the basketball program and organize the annual fundraiser. I enjoy watching the kids learn and gain confidence, while giving back to the Milwaukee community I grew up in."

You can list up to 20 organizations (60-character limit each) and optional hyperlinks (100-character limit each) to each of those organizations. Click and drag the organizations after you've added them within the website editor to arrange their order.

Community participation photos

One supporting image can also be added for visual support of your community participation. Ameriprise Financial brand guidelines apply. Acceptable photo file formats include .JPG and .GIF with a maximum file size of 5 MB and a minimum image size of 342 pixels wide by 228 pixels tall. A caption can be added with the photo with a 100-characters limit.

Please review the use of photography and imagery guide and visit the uploading photos section for more information on what photos are allowed, not allowed, and when written consent via a photo release form is required.

This page lives under the About tab on all websites. It promotes Ameriprise's online security and robust digital tools to visitors, including the Secure Site and the Ameriprise App. It also speaks to how clients can use these features collaboratively with their financial advisor. All content on the page is static corporate content and is not customizable.

Your downloadable resources area on the Resources page can contain and display up to 10 PDFs, including custom PDFs and those supplied to you by corporate marketing. All custom PDFs must first be approved in the PDF Media Manager and require Advisor Created Material Review (ACMR) approval prior to uploading on your website.

Add PDF(s):

1. On the Resources page within the website editor, click the Edit or Add content button on the Downloadable resources content block.
2. Locate the PDF under Available PDFs on the right and drag and place it under Selected PDFs on the right.
   • A library of pre-approved Corporate PDFs are available.
   • Any Custom PDFs approved from the PDF Media Manager are available.
   • On individual websites, any custom PDF from the team website PDF Media Manager are Shared to individual websites automatically and are available.
   • PDFs will display in the order they are sorted under Selected videos.
3. Once all PDF updates are complete, click the Save draft button.
4. Submit your PDF(s) by clicking the Submit to CSU button at the bottom of the page. Changes will be published to your website upon clicking Submit and do not require further review approval.
5. Updating a custom PDF is done within the PDF media manager.

Removing PDFs

1. On the Resources page within the website editor, click the Edit button on the Downloadable resources content block.
2. Locate the PDF under Selected PDFs and drag it to Available PDFs.
3. Click the Save draft button.
4. Click the Submit to CSU button at the bottom of the page. The PDF is removed from Downloadable resources upon clicking Submit and does not require review. The PDF remains available in other areas it is published and in the PDF media manager.

Downloadable Resource URLs

All PDF files have their own unique URLs. For custom PDFs the file must first be approve in the PDF media manager and the name of the file that is uploaded will be directly reflected in the file's URL. To retrieve the URL, go to the Resources page of your website, right-click on the appropriate link under Client Resources and select Copy Link. You can then paste the URL and share it as needed.

Up to four academic degrees from accredited institutions can be listed on your website. You must have already obtained a diploma from the institution. Degrees you are pursuing are not eligible. You must be able to provide proof of completion of a degree if requested.

Some degrees are approved to be used as a designation (and will show as a credential next to your name but will not show in the Qualifications section). These degrees are required to be registered with Books and Records; use the Personal, Job Data, and Location Maintenance workflow to add them to Books and Records prior to listing on your website. For additional information on these degrees, see Compliance Manual Policy: 14.2.4 Titles, degrees, and designations.  

If you hold a degree that is not on the approved list, you are still able to list it as a custom education addition on your website after checking the attestation box in the website editor tool.

Degrees and formal education must first be added to your advisor websites before they can be added to social platforms or other media.

Use the following format to list your degrees and formal education background. Each entry has a 200-character limit.

• Degree, Major, Institution, City, State

Listing an event on your website makes it easy to manage the event process, from communicating important details and updates to collecting RSVPs. Upcoming events will be displayed on your website's Home page and Events page. Add and update events within the Events tab in the website editor.

Types of events:

• Pre-approved Event: Refers to pre-packaged client appreciation or client acquisition events.
• Pre-approved Seminar: Refers to Ameriprise proprietary seminars. For a full list of Ameriprise seminars see the Available Seminars page on AdvisorCompass®. Only Ameriprise financial advisors are permitted to present Ameriprise proprietary content. Refer to the approved wholesaler seminars list.
  • Wholesaler Seminar – FINRA Filed - YES: Refers to seminars that have been filed with FINRA.
  • Wholesaler Seminar – FINRA Filed - NO: Refers to the seminars that have not been filed with FINRA.
• Custom Event: Refers to any event that is not on the approved event list or seminars lists noted above. Advisor Created Material Review approval (or pre-approved custom content from the Events & Seminars team) is required for custom content submissions.
• Shared Events: Only available if another Ameriprise practice has shared an event with your website.

Custom events

Custom Events may consist of educational seminars or informal events. To create custom informal events that do not contain a financial related presentation, select Custom Event from the first dropdown within the events module's Topic & Speaker tab. Fill in all required fields including title, description, the name, presenter and host information, date, time, location, and registration information. Select New content - requires Advisor Created Material Review and submit by clicking the Submit to Advisor Created Material Review button within the advisor website editor tool.

To create a custom event that contains a financial related presentation you must send the seminar information including the title of presentation, the name, title, and company of presenter, descriptive messaging, bio of the guest speaker, and an outline of the presentation via email to ACMR using the eForms Manager. To do this:

1. Complete form #248382 (found on eForms Manager) and submit the completed form, speaker bio and presentation outline to advisor.created.material.review@ampf.com.
2. Include your advisor number and write "New ACMR Submission for Advisor" in the subject line.
   All invitations, Event postings, and materials related to any seminar (pre-approved or newly approved) on mutual funds, variable insurance, annuities, REITs, long term care insurance, structured products and tax must be approved by Advisor Created Material Review to ensure compliance, as there may be extensive disclosures and content requirements needed for use.
3. Once approval is received from ACMR, select Custom Event from the first dropdown within the events module's Topic & Speaker tab. Enter the approved content and the name, title, and affiliation of Presenter and Host within the designated areas. Select Advisor Created Material Review approval received and enter the approved legal file number and approval start and end dates, then click the Save draft button and submit to CSU.

Online and in person event differences

The event builder has fields for Online event URL and Online event passcode (100 character limit) within the Date, Time & Location tab of the event builder. Online or In person & online must be selected for the fields to become available. URL and passcode are optional and if not provided your event will appear with text You must RSVP to receive access credentials for this event or seminar. The Online event URL, if provided, will appear as a button with the text Join this event online.

For In person and in person & online events, the physical location is mandatory, and the time zone is based on that location. Digital event information should never be put into the Location field.

Event photos

Pre-approved events and seminars will display an image if there is one available with that event or seminar. Custom events allow you up upload a custom image. Acceptable photo file formats include .JPG or .GIF with a maximum file size of 5 MB and a minimum image size of 1200 x 900 pixels. Final image will be cropped to a 4x3 aspect ratio. Images do not display in mobile view.

Registration

You must include one or more registration method for users to register for your event.

• RSVP phone number: Provide an Ameriprise approved phone number for users to contact about the event.
• RSVP email: Provide an Ameriprise approved email address for users to contact about the event.
• RSVP online: Recommended method. Allows the user to register for your event directly on your website's Event page and/or landing page. Gives you the option to allow the submitter to select a number of guests to bring. Creates an automated email with the entered information send directly to the required RSVP email. A report of all RSVP form submissions can be downloaded for each event by clicking the Download RSVP report button on any event content block that has the RSVP form activated and at least one RSVP submitted with data going back to 10/31/2025.

Sharing events between websites

You can choose to share events and seminars with your team members or designated individual advisors across their advisor websites. The shared event process is started and managed by the original submitter. Team members or designated individual advisors can only display the shared event after the original submitter has received approval from CSU and ACMR.

Share an event with team members:

1. Select Add Event or Edit on the event content module within the Events page.
2. Enter information required for the event. On the Share event tab, select the option to share the event with team members.
3. Select Save Draft.
4. Click Submit to CSU in the floating bar at the bottom of the page for final signoff and approval.
5. After you receive approval from the CSU RP the share event option will be available within your team member's individual advisor website.
6. Have your team member log in to their Editor and go to the Events page.
7. Select Add Content within the Events page.
8. Select Share Event from the event type drop-down.
9. The shared event list drop-down should appear, view the drop-down and choose the appropriate event.
10. After the event is selected the information will automatically populate the areas across the different tabs. (This content is not editable except for the display date.)
11. Select the Add to Page button. (This content does not need to receive approval from the CSU RP as the shared content has already been approved.)

Share an event with advisors who are not part of your team:

1. Select Add Content or Edit on the event content module within the Events page.
2. Enter information required for the event. On the Share event tab
3. Select Yes next to the option Share this event with other advisors and teams.
4. Search for advisors and/or teams by providing a first name, last name, team name, or area office ID, then click the Search button.
5. In the search results, click Add advisor or Add team next to the name. Repeat for as many advisors as you’d like to share the event with or click Add all to share with all search results. Names of advisors and teams you will share the event with will appear in the left column under List Items. Remove a selection by clicking the red X next to the name under List Items.
6. When finished click the Save Draft button.
7. Select Submit to CSU in the floating bar at the bottom of the page for final signoff and approval.
8. After you receive approval from the CSU RP the share event option will be available within the individual advisor’s website editor.

Adding a shared event

1. The advisor/team you’ve shared the event with must log in to their Editor and go to the Events page.
2. Select Add Content within the Events page.
3. Select Shared Event from the event type drop-down.
4. The shared event list drop-down will appear, view the drop-down and choose the appropriate event.
5. After the event is selected the information will automatically populate the areas across the different tabs. (This content is not editable except for the display date.)
6. Select Save Draft and then the Submit to the CSU button in the floating bar at the bottom of the page.

Note: The event information can only be edited on the source website editor from which the event was shared. If the source website deletes the event, it will automatically remove from any websites it was shared to.

Edit or remove a shared event

To edit or remove a shared event on all websites, the original submitter must login to their Editor and edit or delete the event within their Editor. Once the original submitter deletes the event it will automatically be deleted on all websites to which it was shared.

Past events

Up to five events will continue to display on your Events page after the date of the event has passed under Past Events. Any past events older than the most recent five will automatically be removed from your website. Past events will also be automatically removed if a date was entered for the Approval End Date and/or Date to remove event listing, whichever comes sooner. If neither date was entered and there are five or less past events, the event is automatically removed six months after it occurred.

Add events to calendars

Users have the option to add your upcoming events to their Outlook, Google and/or Yahoo calendars. The feature will recognize and adjust the time based on the time zone the event is held in and the time zone the user is in that is adding the event to their calendar.

Events recognize your time zone based on the address you provide in the Date, Time & Location tab of the event builder. If it is a virtual-only event the time zone must be selected from a dropdown selection.

Additional information

You are not required to submit bios and presentation outlines for seminars on topics delivered by a representative of a government agency such as IRS, or Social Security Administration. Also, bios and outlines are not needed for speakers presenting on non-financial topics (e.g., golf, travel, self-help, hobbies, etc.).

If you are listing a non-educational event such as a movie viewing or golf outing or hosting a speaker on a non-financial topic (e.g. travel, life coaching/motivational, gardening tips) submit the event details to ACMR through the editor tool.

If Presented by, Hosted by, and/or Sponsored by fields are used, please ensure that the Person's Name, Title, and Firm Name (even if it is the advisor themselves) is included.

An automated email will be sent to the email address you list under RSVP email if one is provided for each person that submits an RSVP form. This email must match an @ampf.com email of someone within your practice.

A report of all RSVP form submissions can be downloaded for each event that has the RSVP form activated and at least one RSVP submitted by clicking the Download RSVP report button on the event content block. Data goes back to 10/31/2025 and includes RSVPs from both the event page and event landing pages. Other types of RVSP collecting are not part of this report and this report is not a reflection of event attendance.

You must follow all corporate policies and procedures with respect to events.

The Financial goals and priorities page incorporate core educational topics, From My Practice content, and reinforces the value that Ameriprise financial advisors provide. Articles, videos, and PDFs are organized into categories: Retirement, Investing, Taxes, Personal finance, Family and estate, Health and insurance, and Education.

Removal of articles, videos, and/or PDFs for specific websites a is not supported.

Your MOD newsletter signup form will appear on this page if activated via your home page in the website editor.

The optional flexible or "flex" modules can accommodate more information about your practice or financial topics and include links to approved articles, awards or videos. If you have more to say about your practice on your website, use the flex module to provide additional information about your practice or other financial topics. Select from pre-approved options or draft your own custom message. Flexible modules are available on individual advisor and team website home pages.

Custom flexible module

There is a 725-character limit and an additional title with a 50-character limit. A photo (optional) may be added with minimum dimensions of 375 X 251 pixels with acceptable file formats of .JPG or .GIF. Custom content requires CSU review approval.

To add a new custom flexible module: Ensure the left column is empty and click the Add Custom Item button. To update custom content, select the Edit icon (paper and pencil) on the right of the content. To remove a custom item from your site but save the content for future use, drag to the right Available Items column. To permanently delete custom content, click the red X. When finished editing, click the save icon (floppy disk) then click the Save Draft button.

To submit, click the Submit to CSU button in the floating bar at the bottom of the page. The submitting advisor will receive an email from the CSU when a decision is made. Once approved by CSU the content will be live on the website. If content has been previously approved by ACMR for the state of intended use and has not expired, select Advisor Created Material Review approval received and enter the legal file number and approval start and end dates. Content that reaches an Approval End Date will automatically be removed from your website unless the content is renewed.

Corporate pre-approved flexible module

A library of pre-approved corporate flexible module options is available to select from under Available Items. Choose the option you would like to add and ensure the left Selected Items column is empty. Click and drag your selection from Available Items to Selected Items. To submit, click the Submit to CSU button in the floating bar at the bottom of the page. Pre-approved options do not require CSU approval so the content will be live on the website upon clicking Submit.

Located on the How to get started page. Introduce yourself or your team to prospective clients on a more personal level as it relates to your financial advisory approach. You can choose a pre-approved message or write a custom message in this required content module. If you have an approved advisor or team photo through eCatalog, or a custom video from your website’s home page, you can display that here to further personalize the content.

Custom Get to know me/Get to know us content

There is a 300-character limit. Custom content requires CSU review approval.

To add new custom content: Ensure the left column is empty and click the Add Custom Item button. To update custom content, select the Edit icon (paper and pencil) on the right of the content. To remove a custom item from your site but save the content for future use, drag to the right Available Items column. To permanently delete custom content, click the red X. When finished editing, click the save icon (floppy disk) then click the Save Draft button.

To submit, go to Submit to CSU RP at the top-right of the page and click the Submit button. The submitting advisor will receive an email from the CSU when a decision is made. Once approved by CSU the content will be live on the website. If content has been previously approved by ACMR for the state of intended use and has not expired, select Advisor Created Material Review approval received and enter the legal file number and approval start and end dates. Content that reaches an Approval End Date will automatically be removed from your website unless the content is renewed.

Corporate pre-approved Get to know me/Get to know us content

A library of pre-approved corporate options are available to select from under Available Items. Ensure the left Selected Items column is empty, choose the item you would like to add, then click and drag the selection from Available Items to Selected Items. To submit, go to Submit to CSU RP at the top-right of the page and click the Submit button. Pre-approved options do not require CSU approval so the content will be live on the website upon clicking submit.

Add an advisor photo, team photo, or custom video

An existing advisor photo, team photo, or custom video can also be displayed by making a selection below the content selection. Individual advisor websites have a default selection of an advisor photo from eCatalog if one has been uploaded but also can choose from a team photo from eCatalog or from the My Financial Advice Team page if one has been uploaded, a custom video that is approved and published in the Videos module of the home page, or to not display a photo or video at all. Team websites have a default selection of a team photo from eCatalog if one has been uploaded but also can choose from a custom video that is approved and published in the Videos module of the home page, or to not display a photo or video at all.

Strengthen your brand and differentiate your practice by selecting a pre-approved hero image or uploading a custom hero image for your team website.

Pre-approved images

A robust library of corporate pre-approved images, facets, and solid-colors are available for you to select and do not require review. Selections vary based on website type. Simply select the desired image and click Save Draft. Once you submit the change at the top of the page it will go into effect immediately.

Custom images

CSU approval is required for custom hero images. Please review the use of photography and imagery guide on AdvisorCompass® for more information on what photos are allowed, not allowed, and when written consent via a photo release form is required. Maximum file size is 5MB. Compatible file formats include .JPG or .GIF.

To upload a custom hero image you must agree to the terms listed in the editor. Click "Upload a Photo", select and crop the photo and click "Save Draft".

Individual websites / Team website layout 2: Minimum image size is 1300 pixels wide by 350 pixels tall. A 1100 X 145 pixels area in the bottom-center of the image will not be visible. Final image will be cropped to 26x7 aspect ratio.

Team website layout 1: Minimum image size is 1300 pixels wide by 410 pixels tall. A 940 X 300 pixels area in the center of the image will not be visible. Final image will be cropped to 19x6 aspect ratio.

Use your Home page message to highlight your primary areas of focus and what type of clients you typically work with to help consumers match their needs with your expertise. You can choose a pre-approved message or write a custom message to describe your unique approach. Custom content can be shared from team to individual websites.

Corporate pre-approved home page messages

A library of pre-approved corporate Home page message options is available to select from under Available Items. Choose the option you would like to add and ensure the left Selected Items column is empty. Click and drag your selection from Available Items to Selected Items, then click the Save Draft button. To submit, click the Submit to CSU button in the floating bar at the bottom of the page. Pre-approved options do not require CSU approval so the content will be live on the website upon clicking Submit.

Custom home page messages

Differentiate your practice by targeting a custom message towards your preferred clients. Describe your practice and explain your approach to financial planning by identifying your market segments and typical clientele, listing your specialties, highlighting your primary areas of focus, and adding anything else that sets your practice apart.

There is a 1,500-character limit for content and an additional title with a 50-character limit, both required. A photo (optional) may be added with minimum dimensions of 375 X 251 pixels with acceptable file format of .JPG or .GIF.

CSU review approval is required for custom content. A disclosure must be added if required by CSU.

Add and submit a custom home page message

Ensure the left column is empty and click the Add Custom Item button. To update custom content, select the Edit icon (paper and pencil) on the right of the content. To remove a custom item from your site but save the content for future use, drag to the right Available Items column. To permanently delete custom content, click the red X. When finished editing, click the save icon (floppy disk) then click the Save Draft button.

To submit, click the Submit to CSU button in the floating bar at the bottom of the page. The submitting advisor will receive an email from the CSU when a decision is made. Once approved by CSU the content will be live on the website. If content has been previously approved by ACMR for the state of intended use and has not expired, select Advisor Created Material Review approval received and enter the legal file number and approval start and end dates. Content that reaches an Approval End Date will automatically be removed from your website unless the content is renewed.

Sharing home page messages between websites

If you have a team website, you have the option to share your custom Home page message to your team's individual websites. In the team website editor home page, click the Share button on the bottom of the content block for the approved home page message. The custom content can now be added independently on each individual advisor website without have to re-enter it. The shared custom content from the team website will appear under Available Items on all advisor's individual website editors. Going forward all shared content can only be edited in the team website editor and any changes made there—including deleting the content—will reflect on all websites.

Located on the How to get started page. Introduce your practice’s approach for how clients will start to work with you to reach their financial goals. You can choose a pre-approved message or write a custom message to describe your unique approach in this required content module.

Custom How to get started statement

There is a 1,000-character limit. Custom content requires CSU review approval.

To add a new custom how to get started statement: Ensure the left column is empty and click the Add Custom Item button. To update custom content, select the Edit icon (paper and pencil) on the right of the content. To remove a custom item from your site but save the content for future use, drag to the right Available Items column. To permanently delete custom content, click the red X. When finished editing, click the save icon (floppy disk) then click the Save Draft button.

To submit, go to Submit to CSU RP at the top-right of the page and click the Submit button. The submitting advisor will receive an email from the CSU when a decision is made. Once approved by CSU the content will be live on the website. If content has been previously approved by ACMR for the state of intended use and has not expired, select Advisor Created Material Review approval received and enter the legal file number and approval start and end dates. Content that reaches an Approval End Date will automatically be removed from your website unless the content is renewed.

Corporate pre-approved How to get started statement

A library of pre-approved corporate how to get started statement options is available to select from under Available Items. Ensure the left Selected Items column is empty, choose the item you would like to add, then click and drag the selection from Available Items to Selected Items. To submit, go to Submit to CSU RP at the top-right of the page and click the Submit button. Pre-approved options do not require CSU approval so the content will be live on the website upon clicking submit.

Listing your individual interests helps establish a more personal connection and significantly increases the likelihood you’ll be contacted by high quality prospects. Before adding an interest, consider how the listing reflects your image and Ameriprise brand to determine if it is appropriate. Common interests include family, community participation, sports, and hobbies.

In addition, do not list potentially controversial interests. These might include connections to:

• Firearms or other weapons (e.g. National Rifle Association)
• Groups or activities with a culture of intolerance
• Political parties or political interest groups
• This list is not all-inclusive

Interests module is located on the Advisor Profile page (individual websites) or bio pages (team websites). There is a 650-character limit. There are currently no pre-approved corporate selections.

Lead generation and event landing pages are an optional addition to your existing web presence and digital marketing efforts. They provide a dedicated page where you can direct traffic and provide targeted information with a goal of triggering prospect engagement.

Want to do more to drive prospects to your landing pages? There are pre-approved landing page Facebook posts available if you are enrolled on GoSocial and boosting them can help! Learn more about using paid social for your landing pages.

Landing page use cases

Use your landing page(s) to bridge the gap from your digital marketing to your website. Each landing page has a unique URL provided in your website editor after the page has been approved by CSU. Here are some examples of when to build and use a landing page:

• Paid marketing with Facebook
• Paid marketing with Google
• Email marketing
• Social media posts
• Any digital marketing efforts that allow a hyperlink

Landing page editor instructions

Access

From your website editor welcome page, click the Landing pages link, or if you have a team website and want to create an article there, click Edit team website, and then click Landing pages.

Click the Add Content button below the instructions to create a new landing page. Click the Edit button within an existing landing page module to edit or delete an existing page. Once you enter the module for a landing page, navigate the tabs to create or edit the page. A content addition or selection is required within each tab.

Landing page title

Create a title for your landing page that allows your practice to identify it (max 100 characters). This will only be applied within the editor for identification purposes and is not visible on your public website. The title cannot match the title of any of your other landing pages.

Landing page template choice

Choose a template that best suits your digital marketing efforts. The colors will cascade from your selection on the design tab of the website editor welcome page. Advisor and team names, primary titles, designations, taglines, and contact information will cascade from the system of record. Secondary titles, team website emails, and social media links will cascade from your main website.

Template 1:Focuses on a large hero image, giving the page a robust visual appeal. Banner and client satisfaction rating appear lower.

Template 2: Focus on banner text, smaller image or video, and client satisfaction rating to give the page a personal touch.

Template 3: Events: Select an existing approved event. Events must first be created and approved separately on the events page and RSVP form must be active. Visit the events section for more information and directions on creating events.

Landing page form choice

For templates 1 and 2, choose a lead generation call to action that best aligns with your digital marketing goals. Template 3 always uses an event RSVP form. Submissions do not automatically add the prospect to MOD or CRM, and you must add them manually. You will receive an automated email that specifies which form was submitted and includes the prospect’s contact information and the title of the landing page from the Title tab. The form selection cannot be changed once a landing page has been approved.

Newsletter sign-up: Allows prospects to request to receive your Marketing on Demand (MOD) communications and requires you to confirm your enrollment in MOD. Submissions are automatically added to CRM but you must ensure they are subscribed to the correct MOD campaigns. See the Newsletter section for more information.

Request consultation: Allows prospects to request a complimentary financial consultation from your practice. Submissions are automatically added to CRM. See the Referral and Request consultation forms section for more information.

Event RSVP: Always applied to template 3 - Events. When you create the event on your website's Events page, it is required you have the RSVP form turned on in order for that event to be selectable for a landing page.

Gated content: Allows prospects access to exclusive PDF or video content from your practice. The content is added via your website editor and then made available to select here. Submissions are automatically added to CRM.

Form copy: Each form has default copy that displays above the text entry boxes. Newsletter and Request consultation form copy can be customized up to 350 characters. Make your selection or add custom copy after you've selected which form you will use on the CTA form tab. Gated content forms require custom copy here and a custom title up to 80 characters.

Email confirmation receipts: Choose the email address where you would like form submission data sent to in the CTA form tab. Options are derived from a drop-down selection of advisors and staff from the Our/My financial advice team page, and the team shared email if available.

Landing page banner

For templates 1 and 2, select or enter a banner statement to display on your landing pages. This is the highest positioned customizable copy and should help introduce your practice to prospects in a concise manner.

Pre-approved banner: Ensure the left column is empty, then click and drag the content selection from Available Items to Selected Items.

Custom banner: Ensure the left column is empty, then click the Add Custom Item button. Add content up to 100 characters and any necessary disclosures, click the Save icon, then save and submit with the rest of the content. To update a custom banner, select the Edit icon on the right of the content. To delete custom content, click the Delete icon.

Landing page message

For templates 1 and 3, add a message for your landing page that relates to your digital marketing efforts, differentiates and positions your practice, and helps prospects match their needs with your expertise.

Pre-approved message: Ensure the left column is empty, then click and drag the content selection from Available Items to Selected Items.

Custom message: Ensure the left column is empty, then click the Add Custom Item button. Add a title up to 80 characters, content up to 500 characters, and any necessary disclosures. Click the Save icon, then save and submit with the rest of the content. To update a custom banner, select the Edit icon on the right of the content. To delete custom content, click the Delete icon.

Custom image (optional): To add an image with a custom or pre-approved landing page message, click Display custom image, select the checkbox confirming you agree to the terms, then click the Upload A Photo button. Minimum image size is 450 x 255 pixels with a maximum file size of 5MB.

Custom video (optional): There must be an approved custom video in the video media manager in order to add a video with a custom or pre-approved landing page message. Select Display custom video and choose a video from the drop-down selection. If the selected video is removed from your media manager, it will automatically be removed from your landing page(s).

Landing page custom logo

Landing pages will automatically display the custom logo you have uploaded to your core website. White logos will appear on a solid color background which matches the color selection on the design tab of your website editor welcome page. Color logos will display on a white background. For more information and directions visit the practice logo section.

Logos are available for AFIG and legacy AFG and AAG practices only.

Landing page hero image (template 1 only)

Strengthen your brand and add a visual connection between your landing page and your digital marketing by selecting a pre-approved hero image or uploading a custom hero image. A hero image is exclusive to template 1 and required if template 1 is selected on the Template choice tab.

Pre-approved hero image: Click Select below the desired image.

Custom hero image: Select the checkbox confirming you agree to the terms, then click the Upload A Photo button. Minimum image size is 1400 x 600 pixels with a maximum file size of 5MB. Once you select the image from your computer, the editor will open to adjust it. Click and grab the edges and corners of the adjustment box to change the size and position of the image. For larger images you may need to scroll to access the whole adjustment area. A preview of the final cropped image is displayed below the photo editor.

Landing page advisor/team image or video (template 2 only)

Use your website’s profile photo: Use your existing advisor or team photo from your website by selecting Display profile image. If your profile photo is removed from your website the landing page will update to not display any image or video.

Add a custom image: Upload a custom image selecting Display custom image then agreeing to the attestation below and clicking the Add custom image button. Uploaded custom images can be deleted by clicking the Delete custom image button or changed by clicking the Change custom image button. Minimum file size is 450 x 350 pixels.

Add a custom video: Select an approved custom video from your video media manager tab by selecting Display custom video, then choosing the video from the drop-down selection. If your video is removed or expires it will be replaced on the landing page automatically with your profile photo or if no profile photo is present then the landing page will not display any image or video.

Gated content selection

Selecting gated content on the CTA form tab allows you to offer prospects access to exclusive PDF or video content from your practice in exchange for them submitting their information. It can only be selected if you have approved custom video in your video media manager or approved custom PDFs in your PDF media manager.

The gated content tab allows you to select what your gated content will be. You can choose one approved custom video or up to four approved custom PDFs. You cannot add both videos and PDFs to the same landing page.

Client satisfaction rating

The client satisfaction rating will appear if active on your website. If available, this can be done on the home page. Visit the Client Satisfaction section for more information and directions on displaying a client satisfaction rating.

Confirmation page

When a prospect submits the CTA form on your landing page, they are taken to a confirmation page thanking them for their request and confirming submission of the form. Personalize the messaging they see by selecting or adding a custom message and CTA button in the Confirmation page tab.

Confirmation page message: To add pre-approved text, ensure the left column is empty, then click and drag content from Available Items to Selected Item and save and submit with the rest of the content.

To add custom text, ensure the left column is empty, then click the Add custom item button. Add content up to 350 characters and any necessary disclosures, click the Save icon (floppy disk), then save and submit with the rest of the content. To update a custom banner, select the Edit icon (paper and pencil) on the right of the content. 

Confirmation page call-to-action button Choose the appropriate page from the drop-down selection for where your new prospect will go if they choose to continue their journey to your website after submitting the lead generation form. Add text up to 30 characters for the CTA button or leave as the default "Visit our/my website".

Landing page metrics

View visit analytics for your landing page via the Analytics tab under Page Views on your website editor welcome page. Total views for all your landing pages is shown next to Landing pages. Views for each separate landing page is displayed under the Landing pages total views and is labeled based on the landing page's URL path.

Form submissions reports can also be downloaded on the Analytics tab. These include all submitted information from the selected form and include all locations of the form on your website which is specified in the report.

Automated emails are also sent to the specified email address each time a form is submitted. These emails include all submitted information on the form.

Addresses and contact information are listed on Contact pages of individual advisor and team websites. Each location is edited, submitted and approved individually. For best SEO, add a location photo, fax number, hours of operation, and a custom message of up to 120 characters. Locations and contact information are used for search engines and Google Business Profiles.

For assistance contact Licensing at 1.800.297.6663 (say "licensing" or enter 154206 when prompted). After information is approved it will reflect on your website within five business days.

Individual Advisor Websites

Advisor primary address

The individual website primary address is not editable directly from the website editor. To update addresses go to eForms > Practice Management > Personal, Job Data, and Location Maintenance > New Request > Address maintenance. Primary addresses will update automatically on individual advisor website's Contact pages.

Advisor secondary addresses

To establish or close a secondary address in the system of record:

• AAG and AFG: Complete the Personal, Job Data, Location Maintenance and Designation(s) and Degree(s) workflow.
• AFIG: Complete the Form U4 Update, Examination Request, and Address change (Form 402537)

To update existing secondary addresses go to eForms > Practice Management > Personal, Job Data, and Location Maintenance > New Request > Address maintenance.

Secondary addresses are system-fed but do not automatically display on individual websites and must be turned on by checking the box next to Display secondary address within that addresses content box on the Contact page of the website editor. Secondary addresses will update or remove automatically on individual advisor website Contact pages when they are updated in the system of record.

Advisor email address

The email (added by active directory team) is not editable directly from the website editor. Rather you must contact Licensing at 1.800.297.6663 (say "licensing" or enter 154206 when prompted) to register or change them. After they are approved they will reflect on your website within five business days.

Advisor phone number and extension

To update a primary phone number and extension go to eForms > Practice Management > Personal, Job Data, and Location Maintenance > New Request > Personal information maintenance > Individual primary business phone/fax number. After they are approved they will reflect on your website within five business days.

To update secondary location phone number and extension go to eForms > Practice Management > Personal, Job Data, and Location Maintenance > New Request > Address maintenance. Select the secondary address under existing addresses or click Add secondary address. Secondary address phone numbers and extensions must be added manually within the website editor and are reviewed by CSU by cross-referencing what is registered before being approved and appearing on the live website.

Advisor fax  number

To update a fax number go to eForms > Practice Management > Personal, Job Data, and Location Maintenance > New Request > Personal information maintenance > Individual primary business phone/fax number. Fax numbers for both primary and secondary addresses must be added manually within the website editor and are reviewed by CSU by cross-referencing what is registered before being approved and appearing on the live website.

Team Websites

Team primary address

One primary address is automatically displayed on the team website Contact page, and it is not directly editable in the website editor.

1.  To update the primary address that shows on your team's website, submit the Team Practice and Team Name Agreement Form. Choose Maintenance of an existing practice, type in your existing practice ID, and select Change system fed address on your activated Team Website. Choose the appropriate address from the dropdown list of available addresses (which are all registered locations for each selling member of the team), and submit.
2. If a preferred address is not listed in the dropdown of the Team Practice and Team Name Agreement Form, you must first register the new address under the applicable advisor(s) using the eForms Personal, Job Data, and Location Maintenance workflow located in eForms Manager.
   • Once the registered location is added to the advisor on the system of record the address will reflect on the individual advisor's website within five business days.
   • Once the location maintenance request is processed, go back to step 1 to submit the Team Practice and Team Name Agreement Form.

IMPORTANT: Updating addresses for individual advisors will not update the primary address on the team website, it must be done independently following the instructions in step 3 above.

Team secondary address

Secondary addresses on team websites are system-fed to the website editor from the registered addresses of all advisors on the team. Addresses assigned to multiple advisors are combined to avoid duplication. Each content block within the website editor lists all of the team's advisors that have that address registered to them labeled as Associated Advisor(s). See above under Advisor Primary Addresses and Advisor Secondary Addresses for directions on how to update these. Secondary addresses will update or remove automatically on individual advisor website Contact pages when they are updated in the system of record.

Secondary addresses do not automatically display on team websites and must be turned on by checking the box next to Display secondary address and clicking the Save button within that addresses content box on the Contact page of the website editor, then submit on the top-right of the page.

To remove a secondary address, uncheck the box next to Display secondary address and click the Save button within that addresses content box on the Contact page of the website editor, then click the Submit to CSU button in the floating bar at the bottom of the page.

Team phone number, email, and fax number

The phone number, phone extension, and fax numbers must be added manually within the website editor and are reviewed by CSU by cross-referencing what is registered before being approved and appearing on the live website.

Email addresses must be added manually and match that of an advisor on the team or be an approved team email address. Team email addresses are available by request. Visit Policy: Team email address to get started.

Location photos

Location photos can be added for each listed location on your contact page for individual and team websites. Acceptable photo file formats include .JPG or .GIF with a maximum file size of 5 MB and a minimum image size of 720 x 720 pixels. There is a cropping and resizing tool built into the website editor. Before uploading you must acknowledge you have the right to use the image. Location photos are also used for your Google Business Profile.

Office hours

List the times each office is open for each listed location on your contact page for individual and team websites under Hours associated with this location. Office hours are also used for your Google Business Profile.

Custom message

You may enter a custom message for each location listed on your contact page for individual and team websites. Use this message to communicate general office hour policies—such as holiday or appointment hours—of up to 120 characters to be displayed under the office hours. Office hours must be listed in order to add a custom message.

By default locations are ordered alphabetically by state, then by city.

Reorder locations on your website editor's Contact page within the Location Order content block. Sort locations by dragging and dropping them in the desired order of display. Reordering locations does not require CSU review and changes will be reflected on the live website upon clicking the Save button. Updating location details must be done within each locations content block, within eForms, or through licensing.

Market and economic insights is a dedicated page for timely M&E content from consumer content and IRG corporate content creators. This content helps clients and prospects learn about the current state of the markets and global economy? which reinforces value advisors provide.

Market perspectives including Before the Bell and After the Close are featured on this page and are no longer displayed on the Resources page.

Removal of articles, videos, and/or PDFs for specific websites a is not supported.

Your MOD newsletter signup form will appear on this page if activated via your home page in the website editor.

Your video module can contain and display up to 20 videos, including custom videos and those supplied to you by corporate marketing. All custom videos must first be approved in the Video Media Manager and require Advisor Created Material Review (ACMR) approval prior to uploading on your website. Unlike most other custom content, the ACMR process and approval for videos occurs independently from the website editor. Standard video review fees apply. Please visit the Advisor and practice videos page on AdvisorCompass® to get started.

Add video(s):

1. On the home page within the website editor, click the Edit button on the Videos content block.
2. Locate the video under Available videos on the right and drag and place it under Selected videos on the right.
   • A library of pre-approved Corporate videos is available.
   • Any Custom videos approved from the Video Media Manager are available.
   • On individual website, any custom video from the team website Video Media Manager are Shared to individual websites automatically and are available.
   • Videos will display in the order they are sorted under Selected videos.
3. Once all video updates are complete, click the Save draft button.
4. Submit your video(s) by clicking the Submit to CSU button in the floating bar at the bottom of the page. Changes will be published to your website upon clicking Submit and do not require further review approval.

Removing videos

1. On the home page within the website editor, click the Edit button on the Videos content block.
2. Locate the video under Selected videos and drag it to Available videos.
3. Click the Save draft button.
4. Click the Submit to CSU button in the floating bar at the bottom of the page. The video is removed upon clicking Submit and does not require review.

Video URLs

Each video published to your website has a unique URL you can use to link directly to each video. To get this URL the video must first be approved and published to your live website. When it is live, go to the website editor and click the Edit button on the video content block. For each video published under Selected videos you will find the URL in a text box under Click to copy the URL for email use. You can also share the video or obtain the URL directly from the home page of a website by playing the video and then selecting one of the share buttons below it.

You have the option to allow clients and prospects to request their choice of your Marketing on Demand (MOD) newsletter emails directly on your website(s). You must be enrolled in the MOD program to participate.

Add MOD newsletter sign up module to your website

1. Access the Newsletter module in the website editor
   1. Individual websites: Navigate to the home page and select Edit on the Newsletter module.
   2. Team websites: If individual websites are on, the newsletter sign up will appear automatically on the bio pages when it is activated on the website for the corresponding advisor. If individual websites are off, navigate to the Our financial advice team page and click Edit bio page for the appropriate advisor, then select Edit on the Newsletter module.
2. Select the check box to confirm you are enrolled in MOD and can provide proof of enrollment upon request.
3. Select the newsletter options you'd like to offer.
4. Click the Save Draft button at the bottom of the newsletter module.
5. Click the Submit button found in the Submit to CSU RP area at the top-right of the page.

MOD newsletter sign up experience on websites

Once activated, the newsletter sign up module will appear on your individual advisor website's Home page, Financial goals and priorities page, Markets and economic insights page, How to get started page, team website Bio pages, and all Insights article pages. The sign up module will also be available to add as a call to action on optional landing pages.

There are two module displays on Homepages and Bio pages depending on if you have upcoming events active on your Events page:

• If there are no upcoming events on your Events page, the newsletter sign up module will display at full-page width and the form is integrated directly onto the page.
• If you have upcoming events on your Events page, the newsletter sign up module will display at half-page width and event previews will appear to the left. Clicking Sign up in the Newsletter module will populate the sign up form on the page.

A URL is available to send users directly to the newsletter sign up form. Within the form on your website, click the button to share via email, then copy the URL out of the email that populates.

MOD newsletter sign up submissions

When a user signs up for one or more MOD email newsletters on your website by submitting the newsletter sign up form, you will receive an automated email notification with their information. Submissions automatically create a prospect record in Contact Relationship Manager (CRM). However, submissions may not be automatically integrated with MOD and must be added manually.

1. Add the requestor to the newsletter campaign subscription(s) requested on their CRM contact record in the Related tab. In the Campaign History section, click the Add to Campaign button, search for the newsletter campaign(s) requested, click the Next button, then click the Save button.
   • If you are participating in prospect auto-enrollment for newsletter campaigns, ensure that the campaigns selected by the requestor are the only campaigns they are enrolled in. You may need to remove or change a campaign depending on their selection.
   • If the requested newsletter campaign is not available, you will need to create it: Launch the MOD: Marketing on Demand application, locate and click on the newsletter campaign, search for and add the contact, then click Submit.
   • You can change campaigns available for request with the Newsletter content block on your website editor home page.

If you have additional questions, please refer to the guides and best practices in the MOD Help Center or call Advisor Practice Tools & Capabilities at 800.297.6663 (Say “Marketing On Demand” when prompted).

Providing perspectives articles on a consistent basis is a great way for you to attract prospects to your website and engage clients with information to help them reach their financial goals.

Advisor Created Material Review (ACMR) approval is required for all perspectives articles prior to submitting to CSU.

Perspectives article topics

Perspective articles must contain information that is financial in nature and that relates to financial planning and/or the financial industry. Below are some appropriate topic. For additional topics and ideas please refer to the Perspectives Articles Training Guide.

Summary and Main Content

All fields are required with the exception of Disclosures. ACMR will determine if any disclosures are needed. The Article Summary (150 maximum characters) will appear on the perspectives landing page and not within the article page. Title (60 maximum characters), Author (40 maximum characters), and Start Date will appear on the perspectives landing page and within the article's page. The main content (5,000 maximum characters) will appear only on the article's page. The article will publish on your website on the Display Start Date or at the time it is approved by CSU if the Display Start Date is prior to the time of approval. The article will be removed automatically at the Display End Date or the Approval End Date from ACMR, whichever comes sooner.

Hero image

Consider adding visual appeal to your article with a Hero Image. Acceptable photo file formats are .JPG or .GIF with a maximum file size of 5 MB and a minimum image size of 784 x 300 pixels. Before uploading you must acknowledge you have the right to use the image.

Call to Action

Select a call to action to drive readers further into your website or to request a consultation. The call to action supports pre-approved options only. For a custom call to action you may add it within the Main Content. To add a pre-approved call to action, ensure the left column is empty, then click and drag content from Available Items to Selected Item and save and submit with the rest of the content.

Advanced Metadata

You may add custom metadata to your article, although it’s recommended to use the defaults. Metadata for articles is used for discovery and identification of the content. Best practice for metadata is to provide descriptive information using clear and concise language that persuades the user to read more. Editable fields include Meta Title, Meta Description, Social Meta Title, and Social Meta Description. The Social Meta Title and Description are used when an article is shared to Facebook, LinkedIn, and X (formerly Twitter).

Sharing perspectives articles between websites

If you have a team website, you have the option to share your perspectives articles to your team's individual websites.

1. In the team website editor on the perspectives page, click the Share button on the content block for the approved article you would like to share with team members. (Click Stop Sharing to remove a shared article from advisor websites.)
2. The content can then be added independently on each individual advisor website without have to re-enter it.
3. To add a shared perspectives article from the team website to individual websites:
   1. Locate the article on the perspectives page of the website editor for each advisors on the team
   2. Click the Edit button
   3. Select Yes next to the Show this article? attestation
   4. Click the Save Draft button
   5. Click the Submit to CSU button in the floating bar at the bottom of the page, then click the Submit button
4. Going forward all shared content can only be edited in the team website editor and any changes made there—including deleting the content—will reflect on all websites.

Provide an introduction to your library of content that gives clients and prospects an idea of what to expect from your perspectives articles.

Ensure you have at least one Perspectives article before adding a perspectives intro. The Advisor/Team Perspectives page will not appear in navigation from adding a perspectives intro, but rather at least one perspectives article must be published.

Custom Perspectives intro

Custom content has a 500-character limit and requires CSU review approval.

To add a new custom Perspectives intro: Ensure the left column is empty and click the Add Custom Item button. To update custom content, select the Edit icon (paper and pencil) on the right of the content. To remove a custom item from your site but save the content for future use, drag to the right Available Items column. To permanently delete custom content, click the red X. When finished editing, click the save icon (floppy disk) then click the Save Draft button.

To submit, go to Submit to CSU RP at the top-right of the page and click the Submit button. The submitting advisor will receive an email from the CSU when a decision is made. Once approved by CSU the content will be live on the website. If content has been previously approved by ACMR for the state of intended use and has not expired, select Advisor Created Material Review approval received and enter the legal file number and approval start and end dates. Content that reaches an Approval End Date will automatically be removed from your website unless the content is renewed.

Corporate pre-approved Perspectives intro

A library of pre-approved corporate Perspectives intro options are available to select from under Available Items. Choose the option you would like to add and ensure the left Selected Items column is empty. Click and drag your selection from Available Items to Selected Items. To submit, go to Submit to CSU RP at the top-right of the page and click the Submit button. Pre-approved options do not require CSU approval so the content will be live on the website upon clicking submit.

You can add six albums on your website that contain up to 15 photos each with optional captions of up to 150 characters each. Photos must adhere to Ameriprise Financial brand and legal guidelines listed below.

Uploading photo albums

1. Select Add Content or Edit on the photo album content module under My/Our Photos on your Advisor Profile page (individual websites) or Team profile page (team websites).
2. Validate where indicated on the content module that you have obtained the signed photo release forms and retained the signed forms in the client file.
3. Add a title for your photo album (35 character limit).
4. Select Add photo to upload images from your computer.
   • Repeat steps 2 – 3 for up to 15 photos.
   • If the photo is not oriented correctly, you will need to edit it outside the website editor, save it with the correct orientation, and re-upload to the editor.
   • Photos can be reordered by clicking the blue bar on the left and dragging and dropping them into place.
   • The top photo will be used as the album's thumbnail and is cropped to display at 338 X 276 pixels.
5. Enter optional photo captions (150 character limit each)
6. Click the Save Draft button.
7. Locate the yellow Submit to CSU RP area at the top of the page and click the Submit button.

Photo release form

A signed photo release form is required from each person, other than you and your team members, who is recognizable in photos you will post on your website. Minors must have a photo release form signed by a parent or legal guardian.

Review Compliance Manual Policy: 14.1.12: Client testimonials for more detailed policy information about the use of clients in photos.

Photo usage

In your photos, it is very important to use appropriate and consistently styled imagery that reflects Ameriprise brand attributes and positively reflects your personal brand. Although what constitutes good taste may change over time and vary by individual and industry, the test of good taste should be consistent with our brand and what clients expect. Advisors must weigh the risks, benefits and appropriateness of any photo before posting. Please review photo guidelines in the uploading photos section and the resources below.

For specific questions, please contact Advisor Brand Consulting.

Sharing photo albums:

If you have a team website, photo albums (not individual photos) can be shared from your team website to individual websites (not from individual to team). On the team website editor Team profile page, click the Share button on the approved album you wish to share. That album will appear under My Photos on the home page editor for all of the team's individual advisor websites where it can be added independently by clicking the Edit button on the album and selecting Yes next to Show this album. Going forward the album is only editable in the team website editor and any changes including deletion will reflect on all websites it is shared to.

Visit the Google Business Profile section for directions on sharing photo album images to search engines.

Custom practice logos approved and uploaded through the Advisor Co-branding program and supported for approved AFG and AAG team practices, AFIG practices, and advisors on those teams only. Logos display on the website automatically and are not uploaded through the website editor. Please work with Advisor Brand Consulting for your logos and refer to the Advisor practice co-branding policy.

Team website custom practice logos

Custom practice logos are supported in Layout 2 only (layouts selected within the Design tab of the website editor dashboard). Layout 1 does not support custom practice logos. A color logo is displayed by default and can be changed between color and white display within the Practice logo content block on the Home page of the website editor. Color logos will appear on a white background and white logos will display on a solid color background determined by the color selection within the Design tab of the website editor dashboard. The logo will display automatically within the title card area at the top of each page of your website.

Logos in advisor locator search results

Teams with an approved practice logo can choose to display the logo in the find an advisor tool search results rather than the team photo. In the team website editor go to the website's home page and click the Edit button on the Team Photo content block. Then make your selection under Select what to display in Find an advisor search results for your team. This is supported for team websites only and not supported on advisor websites.

Advisor website custom practice logos

For advisors formally on teams with a custom practice logo, the color version of the logo will appear automatically on the top-right of advisor website pages. Color logos on a white background is the only option on advisor websites.

Contact Advisor Brand Consulting for help or to get started with custom practice logos for AFG and AAG. Contact AFIG Marketing for help with practice logos for AFIG.

You may list your business experiences on your Advisor Profile page (individual websites). If you do, list at least five consecutive years of relevant prior business experience without a gap unless you graduated from school within the last five years. Business experience should be listed chronologically with the most recent date first.

Military experience can be listed within business experience and must be formatted as follows: Service/Branch, Rank, and Years Served (example: United States Army, Sergeant, 1994-1998)

On team websites you can select the email address and phone number that appear on each page's header and footer. This is accomplished in on the Contact page of the team website editor by clicking the Edit button on the Primary email and phone content block.

Within the content block there are two dropdown selections to choose the primary email address and primary phone number that will display on all of the team website page headers and footers. Available options to select from include approved contact points from the Our financial advice team page, and approved shared team email address. If no selection is made it will default to the phone number and email address added with the team's primary location on the Contact page.

The email address selected will be the recipient of all automated emails for this website including referral, consultation request, and content expiration notifications.

Available only to practices that are members of the Professional Alliances program. For more information and to register, visit the Professional Alliance Program page on AdvisorCompass®

Display up to 15 of your approved professional alliances to promote the partnerships to clients and prospects. Include the full name of the organization and an optional hyperlink. On team websites you must select the advisor associated with the approved professional alliance. CSU review approval is required.

You can list up to seven professional associations on your Advisor Profile page. Select from the available options or adding a new professional association you are currently involved with. You need to be able to confirm your involvement in order to list.

Adding a new professional association

Choose from pre-approved options or create your own with a 60-character limit and optional hyperlink. Professional associations should only be added if they are directly related to the financial industry, your practice or your market. Only display non-controversial associations that enhance the Ameriprise Financial brand. In some cases, organizations may be better placed within the Community participation section.

• Spell out the entire name of the organization. Use acronyms in parenthesis following. e.g. Professional Organization of Financial Planners (POFP)
• Hyperlinks are optional. Requirements for linking to third-party websites apply.

The optional profile flexible or "flex" module can accommodate more information about your practice or financial topics. You may include links to approved articles, awards, or videos. Profile flex modules are available on the Advisor Profile page and Bio page for individual advisor websites, and the Team profile page for team websites.

If both a team website and individual websites are turned on, team practices can view the website completion scores for all individual websites in one area. Scores are located on the team website editor dashboard under the site status.

Custom flexible module

There is a 725-character limit and an additional title with a 50-character limit. A photo (optional) may be added with minimum dimensions of 375 X 251 pixels with acceptable file format of .JPG or .GIF. Custom content requires CSU review approval.

To add a new custom flexible module: Ensure the left column is empty and click the Add Custom Item button. To update custom content, select the Edit icon (paper and pencil) on the right of the content. To remove a custom item from your site but save the content for future use, drag to the right Available Items column. To permanently delete custom content, click the red X. When finished editing, click the save icon (floppy disk) then click the Save Draft button.

To submit, click the Submit to CSU button in the floating bar at the bottom of the page. The submitting advisor will receive an email from the CSU when a decision is made. Once approved by CSU the content will be live on the website. If content has been previously approved by ACMR for the state of intended use and has not expired, select Advisor Created Material Review approval received and enter the legal file number and approval start and end dates. Content that reaches an Approval End Date will automatically be removed from your website unless the content is renewed.

Corporate pre-approved flexible module

A library of pre-approved corporate flexible module options may be available to select from under Available Items. Choose the option you would like to add and ensure the left Selected Items column is empty. Click and drag your selection from Available Items to Selected Items. To submit, click the Submit to CSU button in the floating bar at the bottom of the page. Pre-approved options do not require CSU approval so the content will be live on the website upon clicking Submit.

Select the meeting frequency and meeting locations you would like to offer. At least one selection for each is required. Custom content is not currently supported. When finished, click Save Draft, then at the top of the page under Submit to CSU RP with Progress meetings selected, click the Submit button. Once submitted the changes will immediately reflect on your live website.

Your qualifications show your professional designations and your commitment to ongoing training in your field. They are displayed on your Advisor Profile page or your Advisor bio page if individual website's are off in favor of having only a team website.

All of your currently active designations in the system of record will automatically populate in the order they are received. To add, remove, update, or reorder designations you must contact CE Services with the following:

• Have documentation that you have completed the program
• Be approved to display the mark
• Be current with any ongoing requirements

Your may add up to nine custom qualifications. Qualifications other than designations should only be added if they help establish your knowledge, experience or profile in areas that are relevant to your practice. Each has an 80-character limit and an expiration date and disclosures must be added if applicable. CSU review approval is required.

Do not list the following as custom qualifications:

• Qualifications/designations that are prohibited in your location.
• Academic degrees. These can be entered in the Education section.
• Awards or other achievements. Enter these in the Awards section.
• Unofficial titles that cannot be documented
• Titles or designations that are not related to financial services or your practice
• Items that do not enhance the Ameriprise Financial brand
• Elite advisor program status (PWA and PFS)

MODULE INSTRUCTIONS: Your active designations and their expiration dates are displayed automatically in the bottom-right column and can only be updated with CE Services. Click Add Custom Item to create a new qualification that is not among the available designations listed on AdvisorCompass® for AFG, AAG, AAC or AFIG. Custom qualifications are shown in the bottom-left column, can be re-ordered, are removed by clicking the red X, and are listed after automated designations on your website.

Team websites have the option to add up to three rotating banners on the home page with links to the events page or to the photo album section. Banners give teams the opportunity to highlight upcoming events, your involvement with charities or with your community or display additional photos. You can choose from pre-approved messages or write a custom message with a 100-character limit. Custom content requires ACMR review. Photos are optional and you can add banners with only text.

Photos

If you've uploaded a team photo in eCatalog it will appear as a pre-approved option here, or you can add your own photos with a minimum image size of 355 X 266 pixels and a maximum file size of 5 MB. Photos are optional, but each photo must be accompanied by a banner message.

Acceptable photos include images of: indoor and outdoor office photos, seminar and client appreciation events, local community events, seasonal events, community participation, and personal photos of family, hobbies, and interests.

Unacceptable photos include images or connections to: firearms, cigarettes, sexually explicit photos, obscene and suggestive gestures, religious or political symbols, governmental figures, politicians, celebrities, senior Ameriprise Financial leadership such as Jim Cracchiolo or Ted Truscott, gratuitous patriotism, and third-party logos and trademarks.

NOTE: To post images of anyone other than yourself, your immediate family, your staff or advisors on your team, you must obtain their written consent. Obtain the signed photo release form from each person identifiable in the photo, validate that you have permission to post the photo and retain the original signed form in the client file. For children under the age of 18, obtain the signature of a parent or legal guardian. Review requirements for including photos on your website

If you have met the requirements to use a secondary title, you may add it to your website from the website editor home page.

Custom secondary titles and exceptions are not supported.

The secondary titles available are specific to your platform (AFG, AAG, AFIG, AAC).

Directions:

1. Log in to the website editor.
2. Navigate to the Home page (If individual website is turned off, navigate to the Our financial advice team page of the team website, then click Edit Bio Page for the appropriate advisor).
3. Click Edit or Add Content on the Secondary title content block.
4. Choose the appropriate title from the dropdown selection.
5. Click the Save Draft button.
6. Submit the change at the top of the page in the Submit to CSU RP area.

Your secondary title will appear on your Home page, Advisor profile page, My/Our financial advice team page, and team website Bio page.

Title selections require CSU review approval (with the exception of designations).

Designations as secondary titles

Designations are available to optionally add as secondary titles. In order for a designation to appear as a secondary title option you must be actively holding that designation in the system of record and that designation must appear in the Qualifications section of your Advisor profile or Bio page. Designations as secondary titles do not require CSU approval.

To add designations and degrees to Ameriprise systems, and to choose the order in which they appear, use the Personal, Job Data, and Location Maintenance workflow on eForms manager. You must include (via Status Manager upload) the designation documentation (certificate, email, letter, diploma, etc.) from the designation board or college. Documentation must include date designation was originally received/issued and the current renewal date (if applicable). The eForms request should be submitted under the individual requesting the designation.

Secondary titles requiring a team name

Depending on your platform, certain secondary titles are available only if you have an approved team name. Your website will automatically display your team name and tagline following your secondary title.

Use the Services and Costs content to help clients and prospects understand how the services you provide align with their financial goals and needs. You may also enter an optional fee range or minimum to give prospective clients an estimate of the financial planning fees you charge.

Additional qualification and/or training is required to offer certain services. See compliance policy 10.1.2 of the compliance manual on AdvisorCompass® for more information.

To use the corporate pre-approved content options, click and drag content from Available Items to Selected Items. A maximum of four items can be listed under Available Items. You can add a fee range or minimum to corporate content by clicking the pencil & paper edit icon on the right of the content (CSU approval is required if fee is specified).

To add custom content, click the Add custom item button. To update a custom item, click the pencil and paper edit icon on the right of the content. To remove a custom item from your site but save it for future use, place under Available Items. To permanently delete a custom item, click the red X icon on the right of the content.

Custom content has a limit of 500 characters and CSU approval via the website editor is required prior to the content going live. If you have approval for the content from ACMR prior to submitting, select Advisor Created Material Review approval received and include the legal file number and approval start and end dates with the submission. All other custom content select New content. Notes to the CSU reviewers can be entered below the content fields. Content that reaches an Approval End Date will automatically be removed from your website unless the content is renewed.

To submit custom or pre-approved content, click the Save Draft button, then at the top of the page go to Submit to CSU RP, then click Submit.

You can include links from your website to your profile on LinkedIn® professional profile and, if you subscribe to GoSocial, your Facebook and Instagram business pages. These are approved external links and are not subject to third-party link requirements.

LinkedIn® professional profile and business page link

To include this link, you'll need a LinkedIn® profile for an individual advisor website, and/or a LinkedIn® business page for a team website. If you don't have a LinkedIn® profile, the Social media page on the AdvisorCompass® website provides more information and a tutorial on how to set up your free profile.

To link your website to LinkedIn®, your LinkedIn® public visibility must be set to on. To ensure this, log into your LinkedIn® account and go to your profile. Click the Edit public profile & URL button which will open a new window titled Public Profile settings. There is a switch with an On/Off option that reads Your profile’s public visibility which must be set to On in order for the website editor to recognize your account.

Facebook business page link

If you have an approved Facebook business page through GoSocial, you may list your link on your website within the Social Network module. You cannot link to your personal Facebook page.

Facebook privacy settings

It is required that your Facebook business page is set to public and visible to everyone. To ensure this, log into Facebook on desktop and on the top-left go to Pages and select the appropriate page under Your Pages. Then follow these directions:

1. Under Manage page select Settings to bring up the Settings and Privacy menu.
2. Under Audience and Visibility select Followers and public content.
3. Ensure Country Restrictions has no countries listed.
4. Ensure Age Restrictions is set to Public.
5. Under Audience and Visibility select Page setup.
6. Click Page Status and ensure No restrictions is selected under Account status.

Facebook feed

If you have your Facebook business page linked to your website, you have the opportunity to display a Facebook Feed. The Facebook Feed displays your five latest Facebook posts directly on your website. Users can interact with these posts through your website and access your Facebook page through the Feed. This feature can be edited in the Social Networks section and will display on the home page and profile page of your advisor website. This feature is also available for your team website and will display on the home page of your team website.

If your Facebook feed is not displaying properly on your website, ensure you are logged into Facebook within the same web browser, and that the privacy settings are set to public as directed above.

Instagram business account link

If you have an approved Instagram business page through GoSocial, you may list your link on your website within the Social Network module. You cannot link to your personal Instagram account. 

Each website displays three spotlight cards near the top of the homepage. This content will position your practice and drive deeper engagement. There is a library of pre-approved cards to select from.

In the spotlight cards module of the website editor, the three cards under Selected Items will display in the order they are listed on the live website. Additional pre-approved corporate options are under Available Items. Exactly three cards must be under Selected Items in order to save. To replace a card, one or more of the three cards under Selected Items must be moved to Available Items, which will allow a new card to be added.

Custom spotlight cards are no longer supported

IMPORTANT NOTE ON STAFF: In 2025 staff will be automated to advisor and team websites. In order to have the smoothest transition from the current manual upload process to the automated process, please ensure the following for all staff team members:

• Ensure the correct Ameriprise email address is present for all staff on all Our/My financial advice team pages.
• Have their photo uploaded to eCatalog as a Staff Head Shot image type.
• All designations are up to date with ceservices@ampf.com.
• Ensure a business phone number is added for appropriate staff members by submitting a personal information maintenance request in eForms.

Please back up anything important to add back after the transition should any data be lost and watch for updates in the website editor notices, your email, and AdvisorCompass®.

Add staff member information to better acquaint clients and prospects with the people on your team. Only team or staff members that are located in one of your office locations may be listed.

Adding team members (staff)

To add team staff member(s) to your website, log into the website editor and navigate to the Our/My Financial Advice Team page. Locate the Team area and click the Add team member button to create a new member or click the Edit button on an existing member to edit or remove the member. Click through the tabs within each staff member entry to add or update additional information, including:

• Staff Name 30-character limit.
• Titles Only corporate options are supported for primary and secondary titles. Some secondary titles require the practice be part of a formal team to be available selections.
• Contact Information Including registered phone number and email address.
• Personal intro 425-characters limit:
  • Decide on a consistent voice (first person "I" or third person "she/he").
  • Capture the same type of information for each team member.
  • Make sure each intro positively reflects the individual and the Ameriprise Financial brand.
  • If the advisor is registered in CA or AR, you're required to include license number within the personal intro.
• Qualifications Max of 6 with a 200-character limit each. Add approval end date and disclosures if appropriate.
• Roles and Responsibilities Max of 6 with a 200-character limit each.
• Photo 230 X 238 pixel minimum. Compatible file formats are .JPG or .GIF.
  Staff photos are currently controlled via the website editor but will change to an automatic feed from eCatalog in 2025. Please ensure staff photos are uploaded to eCatalog now for the best transition experience.

When finished editing, click the Save Draft button. To submit, click the Submit to CSU button in the floating bar at the bottom of the page. Team member additions and edits require CSU approval and will be live on the website once approved by CSU.

Sharing "Our team" content

If you have a team website you have the option to share your non-advisor team members between all of your team's individual advisor websites.

1. On the Our Financial Advice Team page editor of your team website, locate the Team area.
2. Click the Share button to send all your approved staff member entries to all individual websites of advisors on your team (click the Stop sharing button to remove the shared staff from website it is shared to).
3. The staff members from the team website will appear in the Team area of My financial advice team pages on individual websites editors. They will be inactive and labeled as Shared from team website.
4. Activate each team member independently by clicking the Edit button and selecting Show team member on each website without them having to be re-entered or re-reviewed.
5. Shared team member activations must be submitted at the top-right of the page and are published immediately. 
6. Going forward all shared team members can only be edited on the team website editor. Any changes made there—including deleting the content—will cascade to all websites the content is shared to.

Note: If a team members name and/or email address is edited, the system may identify them as a new team member and remove them from websites it was shared to. They will reappear under Available Items on individual websites and can be added again.

On the My/Our Financial Advice Team page of individual advisor and team websites, you have the option to add a Team Message. Describe your team’s practice philosophy or mission in this section to help prospects and clients better understand your approach to financial planning. Choose from pre-approved corporate options or add your own custom content.

CSU approval is required for custom content and has a 1,500 character limit.

Tips for creating custom content for the team message.

• Describe candidly what clients most appreciate about you as a financial advisor or team of financial advisors.
• Consider including information about the types of clients you typically work with, such as high net worth individuals, small business owners, families, etc.
• Explain your unique perspective on financial planning or your practice, including what differentiates you.
• Avoid generalities or overarching promises (e.g. all my clients are highly successful.)
• Use bullets and line breaks where appropriate to help make content easier to read.

Display a professional photo of your team on your website. Your team photo creates an important first impression for prospective clients and helps improve your visibility in online search results. Ensure your team photo projects the image your team wants to convey — one of professionalism and approachability.

This team photo is separate from the team photo that displays on the top of team website home pages and is available on the My/Our financial advice team page for individual advisor and team websites. Upload a team photo from your computer or if you have an active team website with an eCatalog team photo displayed, you will have the option to display that photo here.

Acceptable photo file formats are .JPG or .GIF with a maximum file size of 5 MB and a minimum image size of 380 pixels wide by 284 pixels tall (4x3 aspect ratio).

Please review the use of photography and imagery guide on AdvisorCompass® and the Advisor and team photos section of the editor help page. For guidelines on taking photos, as well as process for uploading a team photo through eCatalog, please refer to the advisor and team photo guidelines.

Your corporate approved texting number is available to add to your website. The number is system-fed from Hearsay. It will display with your primary address on your individual website’s Contact page and/or with your contact information on your bio page on your team website.

To display your texting number on your website(s), navigate to the Contact page in your website editor (if your individual website is off: navigate to your bio page via the Our financial advice team page on your team website). Locate the Texting Number content module below your location(s) and click Edit or Add Content. Validate the number is correct and select Display Texting Number, then save and submit.

To learn more of if your Hearsay texting number is incorrect, contact AdvisorTexting@ampf.com.

Personal texting numbers or any texting number besides the approved Ameriprise texting number from Hearsay are prohibited.

Add this to your individual website Advisor Profile page, or if individual websites are turned off in favor of a team website, access on each advisor's bio page.

This number may only include years as a financial advisor, and/or experience as a licensed registered representative. It must match what is registered with FINRA and is subject to CSU review.

Please enter the year you were registered with FINRA. If you have employment gaps totaling greater than 1 year, please add the total number of those employment gap years to the initial registration year. For example, if you were registered in 2001 and had an employment gap of 3 years, the starting year should be 2004 (2001 + 3-year gap = 2004). Please use your total for Years of Experience on brokercheck.finra.org as reference. Please note: Due to rounding issues a discrepancy of plus/minus 1 year versus FINRA BrokerCheck is acceptable.

Activate team website

Once your practice has a team name associated with it you have the option to activate a team website in addition to or in replacement of your individual websites. For help creating a team name please contact team practices.

1. From the dashboard of your individual website editor, click the Edit team website link.
2. Go to the Design tab and select a layout and color palette (AFIG websites do not have color selections), then click Save.
3. Navigate to the Contact page in the editor and click the Edit button on the primary address.
4. Add a phone number and email address to the primary location.
5. Click the Save Draft button then Submit to CSU RP on the top-right of the page.
6. Once CSU approves the submission the team website will be activated.

Deactivate team website

If you are keeping the team name but would like to turn off the team website, ensure all individual websites for the team are turned on using the appropriate Team Practice and Practice Name Agreement eForm linked to in the resources on the right. When all individual advisors on the team have their individual websites turned on, contact team practices to turn off the website.

If you are turning off the team website and removing the team name, first ensure all individual websites are turned on using the appropriate Team Practice and Practice Name Agreement eForm linked to in the resources on the right. Then using the same eForms with a separate submission, select Remove Team Name and submit. Once the team name is removed the website will also turn off.

Individual website redirects

When an individual advisor website is turned off in favor of having only a team website, all of the URLs from the individual website that is turned off are redirected to that advisor’s bio page on their team’s website. If the individual advisor website is turned back on, the redirect is removed.

Change team website tier and/or team name

To change the tier of a team website between Core and Private Wealth Advisory (PWA), and/or change a team name, use the appropriate Team Practice and Practice Name Agreement eForm linked below and select Create or Change Team Name or tagline.

Use the team practice and team name agreement form under resources to the right to turn an individual advisor website on or off. To turn an individual advisor website off, that advisor must be part of a team practice with the team website turned on. All advisors on a given team practice must have the same selection for their individual websites being on or off.

1. Enter the advisor ID number.
   For a printable version, select the appropriate channel (AFG, AAG, AFIG) rather than entering an advisor ID number, then click the Print button.
2.  Select Maintenance of an existing team practice and Default when request is complete (Select Future Processing Date if there should be a delay on the form submission), then click the Next button.
3. Select Website Selection, enter the practice ID for the team.
4. Under Website Selection it will state if the websites for the team members are currently enabled or disabled and ask if you want to disable or enable to advisor websites. Select Yes or No.
5. Provide any required signatures.
6. Click the Submit button.

There is a separate process to turn team websites on or off, linked to under related information to the right.

Each advisor on a formal team has a bio page on the team website IF the team website is activated. The bio pages are accessible from the Our financial advice team page on any team website by clicking Learn more about… link under any advisors photo.

Editing bio page if individual websites are ON
All information on a bio page cascades from the advisors individual website IF the individual website is on. The bio pages are not directly editable.

Editing bio page if individual websites are OFF
The bio page becomes directly editable only if the individual website is off for that advisor. To access a bio page in the editor, navigate to the Our financial advice team page in the editor and click on Edit Bio Page on the advisors photo. If the Edit Bio Page link is not there, the individual website is on and edits must be made there.

Advisor Created Material Review (ACMR) approval is required for some custom content modules before submitting the content through the website editor tool. There is a processing fee for ACMR and additional fees may apply for extensive reviews. Multiple changes to your website can be reviewed together for one fee if submitted during the same period, however you won't be able to use any one of these pieces submitted together until all are approved.

Custom content for ACMR

ACMR approval is required for custom content in the areas listed below. Pre-approved options or minor non-material copy updates such as typos or time/date changes to already approved content do not need ACMR approval. You do not need to submit advertising and marketing material that has been created by another advisor if the material was already approved by ACMR for use in the state of intended use and it has not expired. To use the material, enter the content as it was originally approved, the legal file number, approval start date, and approval end date.

• Client resources (Resources page)
• Events and seminars
• Perspectives articles
• Rotating banner (Home page, team websites only)
• Translations (Advisor/Team profile page for Approach statement only)
• Videos (Home page)

ACMR process

The following process applies to events, perspectives articles, and rotating banners.

1. Enter or copy and paste your custom content into the editing tool, noting character limits. If you are renewing content, you can edit the content or resubmit it as is. If the Approval End date has passed, the content will be available within the Website Editor content module under Available items.
2. Indicate any notes for ACMR, such as how many pieces you plan to submit or other relevant information.
3. Select Save Draft and repeat steps 1 – 2 for each custom content area you plan to submit at this time if you would like these areas to be reviewed together.
4. Return to each content module and select Submit to Advisor Created Material Review. Content that is submitted within the same period will be reviewed together.
5. ACMR will process your request and alert you via email of required changes to your content, as well as your review fees. If extensive review that will add additional time or cost is required or if FINRA filing of the content is necessary, ACMR will alert you before beginning this process.
6. After receiving approval notification, return to the editor tool and select the page with the content module you plan to edit.
7. Enter your updated content from ACMR. Be sure to include disclosures with required formatting such as superscript numerals or bold. If ACMR has requested it, check the box to display the disclosure directly below your content.
8. Enter your legal file number, approval start date and approval end date.
9. Select Save Draft and repeat steps 6 – 7 for all content areas.
10. Submit each page you updated to a CSU RP for final signoff and approval using the Submit to CSU RP button at the top of the page.

Note: Videos, Client resources, and translations require ACMR approval prior to submitting in the editor through eForm 248382.

ACMR renewal process

Custom content cannot be used beyond the Approval End Date provided by ACMR. If you would like to renew the custom content for use on your website, you will need to resubmit the content to ACMR for review. As part of the renewal process, you will receive a new Legal File number and Approval End Date.

To renew your custom content, follow the steps outlined above, making any edits or changes to your content prior to submitting. If the Approval End Date has passed, your content has been automatically de-activated from your public website. However, you may still access it within the Website Editor under the Available Items column of the content module. To edit and/or resubmit de-activated content, first drag the content into the left Selected Items column. Then go through the steps above.

Advisor Created Material Review (ACMR) charges a fee for review of custom content. Your website submissions that are sent within the same period will be reviewed together for one fee. Be sure to include a note with each submission informing ACMR when you send multiple items.

To save time and ACMR fees, consider using pre-approved content. These fees are subject to change, please consult ACMR for the most up-to-date information.

Review fees

Refer to the table below for fees of custom content submitted via the Website Editor Tool (Note that fees are higher for content submitted via eForm 248382.)

Additional fees

How you will be charged

Fees are as of November 1, 2025.

An advisor's photo, name, title, designations, degrees, and tier flow to the websites automatically from the system of record and cannot be updated via the website editor. Please follow the instructions below to manage them. They appear automatically in several areas of the website including page headers and Our Advisors on the Financial Advice Team page.

Advisor photos

Advisor photos are uploaded and updated through eCatalog. For upload guidelines and instruction please visit the Advisor and team photos section.

Advisor name

The name that displays on the website is the Preferred Name from the system of record. To update a preferred name, log in to HR Direct > Personal Information > Preferred Name (formerly eForms > Practice Management > Personal, Job Data, and Location Maintenance > New Request > Personal information maintenance > Name). For assistance contact Licensing at 1.800.297.6663 (say "licensing" or enter 154206 when prompted).

Advisor titles

An advisor’s primary title will flow automatically to advisor and team websites from books and records. Refer to the following title policies for further information about available primary and secondary titles, as well as how to update your primary title in the system of record.

• AdvisorCompass > Policy: Approved titles and designations (AFG)
• AdvisorCompass > Policy: Approved titles and designations (AAG)
• AdvisorCompass > Policy: Approved titles and designations (AFIG)

Secondary titles are managed within the website editor via a drop-down selection and custom secondary titles are not supported.

Advisor designations

Eight designations and degrees will flow from books and records and display on your website in the order they are listed on all page headers, the Our/My financial advice team page, and the Qualifications module found on Advisor profile and team website advisor bio pages. Any designations after the eighth will only display in the qualifications module.

To add, remove, edit or change the order of designations, reach out to ceservices@ampf.com.

Advisor degrees

Degrees display with designations automatically on all page headers and the Our/My financial advice team page. Degrees can be updated by contacting ceservices@ampf.com. Additionally, degrees and other education details can be optionally displayed in the Education module found on the Advisor profile page of individual websites, and bio pages of team websites. This is managed in the editor and requires CSU approval after submitting.

Advisor addresses

The individual website primary and secondary addresses are not editable directly from the website editor. To update addresses go to eForms > Practice Management > Personal, Job Data, and Location Maintenance > New Request > Address maintenance. For assistance contact Licensing at 1.800.297.6663 (say "licensing" or enter 154206 when prompted). After they are approved they will reflect on your website within five business days.

Advisor phone numbers and extensions

To update a primary phone number and extension, go to eForms > Practice Management > Personal, Job Data, and Location Maintenance > New Request > Personal information maintenance > Individual primary business phone/fax number. After approved it will reflect on your website within five business days.

To update secondary location phone numbers and extensions go to eForms > Practice Management > Personal, Job Data, and Location Maintenance > New Request > Address maintenance. Select the secondary address under existing addresses or click Add secondary address. Secondary address phone numbers and extensions must be added manually within the website editor and are reviewed by CSU by cross-referencing what is registered before being approved and appearing on the live website.

Advisor email

The email (added by active directory team) is not editable directly from the website editor. Rather you must contact Licensing at 1.800.297.6663 (say "licensing" or enter 154206 when prompted) to register or change an email. After approved it will reflect on your website within five business days.

Advisor tiers

Your tier will reflect automatically on your advisor website once it has been updated in the system of record. To change your tier between Core, Private Wealth Advisor (PWA), and Platinum Financial Services Advisor (PFS), you must meet the program qualification criteria. For more information view Policy: Elite Advisor Programs (links in Resources on right) or contact Elite Advisor Programs.

How and where you appear in search results on ameripriseadvisors.com is based on the search method used: by location or by name. Data is updated quarterly.

Location searches

Location searches can be made with a city and state or a ZIP code. Results can be refined by distance, alphabetically by advisor first or last names, and viewed via a list or map view. Default search listings are sorted using an unseen ranking, which is calculated using the following equally weighted criteria:

• Clients acquired
• GDC
• Financial plans sold
• Advisor photo displayed
• Advisor Client Satisfaction score displayed

Additional location search ranking rules:

• Team websites display with the top-ranked advisor associated with an address so long as that address is published on the Contact page for that advisor.
• Advisors with their individual advisor website turned off will not appear in location searches, however their team website will display for:
  • Primary address(es) in the system of record for any advisor on the team.
  • Secondary address(es) that were published to any individual website prior to it being turned off.
• AAC practices do not display in location search results.
• Associate advisors are prioritized after other advisors.

Advisor/Team name searches

When an advisor or team name is entered in the search, results will be sorted in alphabetical order. AAC advisors will only display in a name-only search.

Search result image

To edit the image that displays in search results for your advisor or team, go to the website's home page and click the Edit button on the Team Photo or Advisor Photo content block. Then make your selection under In search result:.

Your advisor or team photo will display by default and is recommended for best user experience. This image is system-fed to the website from eCatalog photo management and can be updated there after which they will update on the website automatically.

Team websites with an active and approved practice logo may also display the logo in search results by selecting Display Team Logo. This display option is not available for individual advisor websites.

If you do not wish to display an advisor/team photo or a practice logo, select Hide advisor photo or Hide team photo/logo. If you do not have a photo or logo available or if they are removed, they will be removed from search results automatically.

Your advisor, staff and team photos present an important first impression on your website. Your professional photos should be in line with your personal brand and the image you want to project — one of professionalism and approachability. Photos must also meet the professional standards of Ameriprise, please review the guidelines linked under resources below.

Uploading photos in eCatalog

Photos can be added or updated online via eCatalog under the Photo Management tab on the navigation menu. Follow the steps below for submitting your photo(s).

1. Photos must be a minimum of 400 X 490 pixels for advisor photos, and 1024 X 768 pixels for team photos. They will be cropped to the appropriate aspect ratio. Compatible file formats include .jpg, .jpeg, .png, .tif, or .bmp.
2. Under the Upload New Photo section, click the Browse button and search for the image on your computer.
3. Select the appropriate image type from the Image Type dropdown menu:
   • Advisor Head Shot
   • Staff Head Shot
   • Team Photo (shared)
4. Click the Submit File button.
5. Upon submitting, your photo will enter a Review Pending status.
6. Photo is sent to an external vendor partner for optimization and reviewed within two business days.
7. Photo will be available for use on advisor websites within five days following approval.

Staff photos are currently controlled via the website editor but will change to an automatic feed from eCatalog in Q1 2025. Please ensure staff photos are uploaded to eCatalog now for the best transition experience.

Add or remove the individual advisor photo to your website and search results

After approval through eCatalog, the advisor photo will automatically appear on your website and locator search results. You can hide or unhide advisor and/or team photos via the website editor on the home page. See topic Advisor locator search under related information on the right for more information on search result images.

Add the team photo to your team website

After approval through eCatalog, go to the home page of the team website editor and click the Edit button on the Team Photo content block. Here you can select to display or remove the photo, which will appear near the top of your team website home page. The photo will appear on your individual advisor websites on the Financial Advice Team page(s) automatically unless another photo was already added here. Here you can also select if you want the photo to appear in advisor locator search results. See topic Advisor locator search under related information on the right for more information on search result images.

Team photos on Individual website Financial Advice Team pages.

Upload a team photo manually: This will remain the default selection unless it is removed or the eCatalog option is selected. To upload: If you have a photo uploaded through eCatalog select Upload a team photo option. Check the box in the photo terms agreement. Click Upload a photo button and select the image from your device. Size and crop the image, click the Save Draft button, then submit to CSU at the top of the page. Once approved by CSU it will be live on your website. If the photo is uploaded at a size equal to or larger than 380 by 380 pixels there will be an option to enlarge the photo to see it at a larger size.

Use team photo from eCatalog: If a team photo is uploaded through eCatalog and no photo has been manually uploaded on the Financial Advice Team page, the eCatalog photo will display automatically. If a team photo has already been added manually but you would like to use the eCatalog photo, select Display team photo from eCatalog option, click the save draft button, and submit at the top of the page. No CSU review is required for eCatalog photos.

Display no photo: If a team photo is displaying on your Financial Advice Team page and you would like to remove it, first click Delete Photo button at the bottom to remove an existing uploaded photo (if this button is not present and no photo appears below the upload a photo button then there is no photo that needs to be removed). Click Edit to re-enter the team photo editor and select Upload a team photo OR do not display a photo, then click the Save Draft button and submit at the top of the page.

The following tools are specific to AFIG advisor websites and do not apply to other platforms.

AFIG practice logos

Add a practice logo to your advisor and/or team website in the Practice logo module on the home page in the website editor. See the help topic for Practice logos for more information. Contact AFIG Marketing for help with logos. Additionally, AFIG websites (with the exception of Comerica) do not display the Ameriprise logo on page headers and footers.

AFIG website design options

AFIG websites (with the exception of Comerica) do not have a select color option. Rather, a silver color palette is used for AFIG websites. There is no layout options available at this time for any AFIG team websites.

Through the Analytics tab on your website editor welcome page, you can easily see how your website is performing. Data is available for your website dating back to October 1, 2022. The reports display the last month of activity by default or can be customized for a specific date range. Data is gathered using Adobe Analytics.

Tracked metrics

The analytics tool collects data and displays results for the following metrics. For all metrics, internal Ameriprise Financial traffic is filtered out, so advisor website views from within the Ameriprise network or VPN will not be counted. More details are available for each metric within the website editor.

• Site Visits: Gives you an overview and chart of traffic to your website. A visit is counted when a user views one or more pages of your website.
• Page Visits: The number of times each page of your website was visited. Includes all landing pages, perspective articles, and the top five most visited insights articles in the selected date range.
• Device Breakdown: Shows the number of views to your website from desktop, tablet, and mobile devices.
• Top Marketing Channels: Shows which online media channels your website traffic is coming from in a list and pie chart.
• Top Referring Domains: Shows which specific external websites visitors to your advisor website are coming from.

Content modules are labeled and color coded on the editor tool with six different statuses.

Published: Content displayed is the same as that which appears on your live website.

Draft: You have saved new or revised content, but it has not been submitted for Advisor Created Material Review (ACMR) or Centralized Supervision Unit (CSU) for approval.

• To submit draft content to Advisor Created Material Review, click the Submit to Advisor Created Material Review button at the bottom of the content block when you are in edit mode. Once you receive Advisor Created Material Review approval, return to the content block to enter content changes, disclosures, legal file number, approval start date and approval end date. Content can then be submitted to the CSU for final approval.
• To submit draft content for CSU RP approval, use the Submit to CSU RP button at the top right of the page. You must submit each page with content changes separately. Final CSU review is required for most changes before the page content will be published. Select content will be automatically approved and published immediately including pre-approved Home Page messages, pre-approved Approach statements, articles, calculators and photo deletions from the photo album or team pages.

Submitted: You have submitted the content block for CSU approval. Content submitted to the CSU will not be editable until review is complete or you cancel CSU review at the top right of the page.

Approved: Content is approved by a CSU RP but is not yet published. You will see this status if a content module has been approved but the overall page has not been approved/published.

Rejected: Content requires revision and resubmission. Follow the communication and notes from the CSU RP to modify the content and resubmit or cancel the submission by selecting Delete draft. If you delete your draft, you'll need to resubmit the page with the deletion to the CSU. After CSU RP approval, the content will revert to Published or Not activated status.

Revisions Pending: CSU has made revisions to your originally submitted content that would otherwise have been rejected. If you accept these revisions the content will publish. If you decline the revisions the content will be rejected and revert back to your previously submitted content which you will be able to edit and resubmit.

Not activated: You have not selected or modified content for this module and the feature does not appear on your public website. Select Edit to modify.

All custom content updates and changes require final approval by a Centralized Supervision Unit (CSU) RP before publishing to your live website. Some custom content areas will also require Advisor Created Material Review approval prior to submitting to the CSU.

After you make updates to your content and click Save Draft, you must submit to the CSU for review using the yellow Submit to CSU RP button at the top of the page. After you have submitted the content to the CSU, the page will be locked from further updates until the review decision is returned or you cancel the submission. Note: You will still be able to update any content you have submitted to ACMR for initial approval. If you have submitted content to ACMR, you'll need to make any required updates to those sections before you submit the final version to CSU.

CSU submission process

• Submit the page for CSU review after you have completed and saved your edits on that page. To submit a page, place your cursor over the yellow Submit to CSU RP button in the upper right corner of the page in editor, then click the blue submit button.
• A CSU RP will review and either approve, reject, or return pending revisions for each content module that has been updated on the page.
• Corporate content provided within the website editor is submitted the same way but is pre-approved and published immediately.
• If content is rejected you will receive an email directing you back to the editor. Content that requires revision will now appear with a status of rejected and will include notes or direction from the RP.
  • Click edit to make the required revisions.
  • If you choose not to proceed with the content, select Delete draft in the content module.
  • If you cancel an update to a module, you'll still need to resubmit the page to CSU if you need approval for other modules on that page.
  • Resubmit any changes to the RP using the Submit to CSU RP button.
• If content is approved by an RP from the CSU, you will receive an email alert. Changes are automatically published once the RP has approved.
• If content has revisions pending CSU has made revisions to your originally submitted content that would otherwise have been rejected.
  • You will receive an email that there are pending revisions with the CSU edited content within.
  • If you accept the revisions in the editor the content will publish.
  • If you decline the revisions the content will be rejected and revert back to your previously submitted content which you will be able to edit and resubmit.

Alternate contact

For all circumstances when submitting custom content in the Submit to CSU RP area, you have the option to add an additional point of contact for the CSU review decisions. This can be used for those submitting content on behalf of an advisor. You'll find a text entry box titled Alternate contact email in addition to advisor: above the submit button in which the alternate contact's email address can be included. The entered contact will be included in CSU decision emails and the historical data for the module, in addition to the advisor.

You can enter custom content into many areas of your website. Advisor Created Material Review (ACMR) approval is required for those areas demanding the most regulatory supervision. For all content requiring ACMR approval, a Centralized Supervision Unit (CSU) RP will verify ACMR approved material matches what is submitted via the editor. No custom content can be published without final RP approval.

Differentiate your practice by targeting custom content towards your preferred clients:

• Describe your practice's unique approach to financial planning
• Identify your market segments (high net-worth individuals, small business owners, families, etc.)
• Explain your practice's financial planning philosophy
• Share what clients most appreciate about your practice
• List your practice's specialties and areas of focus
• Share your practice's level of experience
• Avoid generalities or overarching promises
• Add relevant information that sets your practice apart

Formatting custom content

There is a limited amount of room for custom content. Character limits are in place because research shows consumers do not read long content on websites. To maximize the readability of your custom content, consider bullet points, line breaks, and phrases rather than paragraphs. Remember to be clear, concise and compelling.

For information about creating custom content that will help your website appear in search results, view these SEO best practices.

Renewing custom content

Custom content cannot be used after the Approval End Date. You will receive email messages 90 days, 60 days, 30 days and 24 hours prior to the Approval End Date for each custom content component on your website. If the content is not renewed prior to the Approval End Date, it will automatically be de-activated from your website. You are responsible for submitting the content for renewal and entering the new Legal File Number and Approval End Date into the editor if approved first by ACMR. Existing Legal File Number and Approval End Date information appears below your custom content in the website editor.

Modules that support custom content

Use this table to determine if your content will require ACMR review, if it can be submitted directly to CSU, or if no review is required.

* Note: Modules available on team website Bio pages become editable only if individual websites are turned off. If individual websites are on, the information cascades to the Bio page on the team website automatically for the corresponding advisor from that advisor's individual website.

Team website template

Template layout selection is available for team websites only. There are two layout options available within the design tab accessed from the website editor dashboard. Layout 1 is the default and emphasizes the advisor card. Layout 2 emphasizes the hero image and navigation. Websites with a practice logo do not have access to a template selection and will always use template 2.

Website color design

You have the option to change the color palette of your individual and team websites within the design tab accessed from the website editor welcome page. Color options are: Midnight Blue (default), Medium Blue, Purple, and Dark Mint. AFIG websites have a proprietary silver default color palette. PWA and Platinum websites have additional proprietary silver options only available for the respective tier which are applied automatically if a practice changes tiers.

Applying design tab selections

To apply a layout and/or color, select the template and/or color you would like to use and click save. You will see a confirmation message under the save button that it was successful and the change will go into effect immediately. You can preview an example of your selection by clicking the Preview button at the bottom of the page. You can change the color pallet and/or layout at any time and as often as you like.

Completing the GBP section of the Advanced tab is a great way to improve your online visibility and your business's search results. Your Google listing(s) sets a first impression for searchers and they can easily see your business's essential information listed prominently in search results.

Go to the new Advanced tab from the Website Editor Welcome Page (aka dashboard) to easily add or update your Google Business Profile (GBP) listing's photos, attributes, and contact information. Features available to edit within GBP listings must be done via the Advanced tab and cannot be edited directly on Google.

Attributes and additional photos are managed by first selecting a location within the Advanced tab and then selecting your desired attributes and additional photos for that location.

For details on how the information within the Advanced tab connects to your GBP listing, and how GBP listings rank, view the Google Business Profile page on AdvisorCompass®. Contact OnlineDirectories@ampf.com with inquiries.

Attributes

Within the Advanced tab, you can select attributes applicable to each of your practice's locations to appear on your Google Business listing(s). Adding attributes increases the chance that your business will show up in specified searches. Attributes appear on each of your location's business listing in search results and on Google Maps. Some attributes also show up as badge icons in listings.

To add or remove attributes to your listing(s):

1. Select the location to apply attributes to, as each location is managed independently.
2. Select or deselect appropriate attributes. Onsite services and Online appointments have Yes (default) and No selections and cannot be left blank.
3. Save your selections by clicking the Save Google Business Profile selections button below.

The list of attributes is provided by Google, is different depending on your advisor platform (AFG, AAG, AFIG, AAC), and cannot be altered.

Photos

Within the Advanced tab, you can select photos applicable to each of your practice's locations to appear on your Google Business listing(s). To add or remove photos to your listing(s), select a location to apply photos to, then select up to five photos (per location) from your approved and published photo albums on the profile page to share on your GBP listing. You may also remove photo(s) by deselecting them. Each location is managed independently.

Businesses with photos receive an average of 35% more clicks to their website compared to businesses without photos.

Address, phone number, location photos, and office hours

Add or edit your address, phone number, location photos, and office hours within your website editor on the Contact page. Prior to updating on the Contact page ensure the information is updated with Licensing. This information automatically appears on your website and GBP listing once submitted and approved.

Location photos are on your website's Contact page within each office location (limit one photo per location). These photos do not need to be updated with licensing prior to submitting for CSU review via the website editor.

Advisor and Team photos

Advisor and team profile photos that appear on your website's homepage are added via eCatalog. Once approved, the photo is automatically added to your GBP and will appear in about one week.

Hyperlinks from your website to third-party websites:

You may embed hyperlinks within most areas of your website that allow custom text. For each hyperlink you must obtain a formal content linking agreement with written permission and using the Ameriprise Financial created hyperlinking agreement only. A PDF copy of the agreement must be kept in your online file manager.

View a list of directories managed by Ameriprise Financial on your behalf at online business directory program.

You are not permitted to link to competitor websites, content that reflect poorly on the Ameriprise Financial brand, misleading content, content for the purpose of a professional referral, or content that is religious or political.

View further guidance regarding linking from your website in Compliance Manual Policy: 14.1.3: Advisor websites.

Hyperlinks to your website:

A hyperlinking or internet marketing agreement must be in place for all online advertising that contains a link to your website and in some cases to your email address. The agreement does not replace the requirement that the advertising be reviewed and approved by ACMR prior to posting on the website.

• You may use only an Ameriprise Financial created hyperlinking agreement. Third-party agreements will not be considered for use. Verify the person granting the approval is someone whom is authorized to do so.
• The link must take the user directly to your approved website's home page, not to any other page, or to the user's email utility so he or she can send a message directly to you.

Note: A third-party website cannot post an advisor website or other Ameriprise Financial website on their website. A hyperlink to any Ameriprise Financial owned website must link directly and only to the website, not draw in or "frame" the page as part of the third-party website.

View further guidance regarding linking to your website in Compliance Manual Policy: 14.1.5 Ads placed on a third party web page.

A Module is any block of content within the website editor that contains content which can be changed by a practice. They are color coded to easily indicate the status of that module. See Content statuses for more information.

You may grant or remove permission to your staff member(s) to edit and submit changes to your website through OBO access by submitting eForm 402440 (AFA use eForm 402566).

After access is granted, the OBO must access the website editor by going to AdvisorCompass®, changing their access to the advisor’s name in the OBO drop-down (top right of the page), and then accessing the website editor via AdvisorCompass (Tools > Advisor Website Editor).

Add a button to your advisor and/or team website to for prospects to schedule a meeting through the Secure Site. Adding the button is done through Secure Site, please refer to the Online Scheduling: Setup and Implementation guide on AdvisorCompass® to set up online scheduling and turn on the Schedule a meeting button on your website.

1. Log into CRM.
2. Click on the My Advisors side panel or my meetings section under the Transfer & Tools tab.
3. Create the reusable invitations you’d like to use with the parameters you’d like.
4. Navigate to the Online Scheduling object (tab).
5. Click on Setup Client/prospect Initiated.
6. In the Set up Client/Prospect Initiated Scheduling window complete the following:
   1. Invitation Location: Website.
   2. Select an Advisor/Team: Click the drop-down arrow and select if these invitations will be tied to the Advisor or the Practice. Note: each advisor or practice can have up to four reusable invitations selected to offer
7. In the Setup Client/Prospect Initiated Scheduling window complete the following:
   1. Click the check box next to the invitation to select it. Note: you can select 1 to 4 reusable invitations to add.
   2. Click Save.
8. You are taken back to the Online Scheduling objects List View. This confirms the invitations have been successfully selected and added. Tip: navigate to your website and click on Schedule a meeting button to double check your invitations are working properly.
9. If you want to add another invitation location repeat the steps above and select the other one you didn’t already use either secure site or your advisor/team website.

Once turned on, the schedule and appointment button will appear on the header of your advisor website with the referral and request for consultation buttons. On team websites the schedule an appointment button will replace the referral button, there is an additional referral call-to-action lower on team home pages.

Adding custom client resources:

1. Custom PDFs require prior approval from ACMR via eForm #248382.
   • Must be approved for the general public.
   • Must be approved for use at the time of posting.
   • Must have a message of interest to a broad audience.
   • Must be approved for use in all states in which you are licensed/registered to do business.
   • You must include documentation of the source of approval, including where the file was approved and file path to location. If the file was approved by Advisor Created Material Review, the legal file number is required. If AdDirect was involved, you'll need to submit a copy of the AdDirect email confirmation to the CSU and the legal file number (if applicable). The CSU RP must be able to easily authenticate all file approvals.
   • Files that disclosure client's or clients' identity such as SSN or account information is not allowed.
2. Click on the PDF tab under Media manager in the control panel.
   
3. Click the Add custom PDF button.
4. The Custom PDF editor will open. Select your PDF file from your device and click Open. Allow a moment for the file to upload.
   • File must be in PDF format. In many cases you can create your own PDF file by selecting PDF as the file type from Save As menus within software.
   • No larger than 5 MB.
5. Add the file's information.
   • Title up to 60 characters
   • File source up to 60 characters
   • Description up to 150 characters
   • Disclosures (if required by ACMR)
   • Legal File Number, Approval Start Date, and Approval End Date
6. Click the Save Draft button
7. Click the Submit to CSU button at the bottom of the page and click the Submit button. Custom uploads require CSU to validate what is being added matches what was approved per the Legal File Number.
8. Once approved the PDF will become available to add to areas of your website where PDFs are supported, including downloadable resources and landing pages.

Renewing custom PDFs

For all files, you are responsible for renewing for your website before the expiration date. When an expiration date is reached, the file will be automatically removed from your media manager and any areas where it is published.

1. Renewing a custom PDFs require prior approval from ACMR via eForm #248382.
2. Click on the PDF tab under Media manager in the control panel.
3. Locate the PDF you are renewing and click the Edit button.
4. If the PDF file needs to be replaced, click the Replace custom PDF button, select the file from you device, and click Open.
5. Edit or add any information that needs to be updated, including the title, source, description, disclosures, legal file number, approval start date, and approval end date.
6. Click the Save Draft button.
7. Click the Submit to CSU button at the bottom of the page and click the Submit button. Custom PDF renewals require CSU to validate what is being added matches what was approved per the Legal File Number.
8. Once approved the PDF will automatically update on all locations where it is published.

Sharing client resource PDFs between websites

If you have a team website with approved custom PDFs in the media manager, those files are automatically shared from your team website to individual websites (not from individual to team). The PDF will appear in the PDF media manager for the individual advisor websites of advisors on the team specified as Shared from team website and be available to add to areas of the individual website that support PDFs including Downloadable resources and landing pages. Going forward the PDF is only editable in the team website PDF Media Manager and any edits, removal, or expiration will reflect on all websites it is shared to.

SEO

PDFs can also be found by search engines such as Google and Bing. To help optimize your PDF files:

• Make sure the PDF is text-based not image-based so it is readable to the engines. To check your file, try selecting and copying text from it. If you can paste the text into a word file or other program, your file is text-based.
• Insert keyword rich titles and descriptions within the Document Properties. Go to File/Properties to add this information.
• Add a meta title within the Document Properties. This overrides the file name as the title that appears in the browser tab.
• Optimize the size of the PDF for the web by saving it out as "Optimize for Fast Web View". You can verify existing files through File/Properties.
• Keep the PDF's file name concise. Remove extra characters such as numbers and names that would not benefit search. Separate each word in the file name with dashes. Example: retirement-saving-strategies.PDF.
• PDFs are not found in search engines until published to an area of your website that supports PDFs such as Downloadable Resources. Gated content landing page PDFs are not searchable.

You may give permission to up to three other Ameriprise advisors to edit and submit changes to your website. This can be accessed from your individual advisor website editor welcome page by clicking the Permissions link.

Once on the Permission page, add administrative rights by searching for a name and click Give Permission. Click Remove to remove permission. This is not the same as On Behalf Of (OBO) access to the editor for staff members.

This permission does not give access to team website editor and is for formal advisors only. If you have only a team website and your individual website is off, this permission access is for your bio page only and can only be granted to other advisors on your formal team.

The Refer me and Request consultation forms are a convenient and user-friendly feature of advisor and team websites to drive prospects to your practice.

Links to the forms appear at the top of each page of your website in the title card area and can be added as optional pre-approved content in various content blocks on your website including spotlight cards, home page message, and approach statements. The referral form is also displayed lower on the home page. The request consultation form is additionally displayed at the bottom of the How to get started page.

Names and contact information are included in the emails with a link to go to your new prospect in CRM

The referred individual will receive a separate email with the referred advisor's contact information and a link to the Request consultation form.

The consultation requester will receive a separate MOD email confirming their request was submitted and to expect someone to reach out to them.

Prospects from Request for consultation and Referral form submissions are automatically added to the Contact Relationship Manager (CRM).

• For individual advisor websites, you will receive an automated email when either form is submitted specifying if the prospect is a new or existing record with a link directly to the CRM prospect record.
• For team websites a prospect CRM record is automatically added for the lead advisor on the team. Emails are sent to the primary email address listed on the header and footer of each page of the team website specifying which advisor's CRM record the prospect was added to.
  • The team website primary email can be changed in the Primary email and phone content block on the Contact page editor.
  • The primary advisor of the team can be updated within Team Practice and team name agreement form.
  • Prospect records can be transferred and deleted manually within CRM.

Whether you contact a referral or prospect by phone or email, compliance policy requirements apply and you may need to check the Do Not Call (DNC) and Do Not Solicit (DNS) lists prior to reaching out. Please refer to the resources section for further details and information. Contact information is provided to you in the emails exactly how it is entered which may result in duplicate submissions or incorrect data.

Organic search engines such as Google and Bing have bots that sweep the websites and update the information in search results to match the websites. Although there is not a way to control when search engines update the listing or to directly edit information about your practice in search engines, you can submit suggested edits to both Google and Bing with the same process.

First you need to find your business listing on the search engine. On the search engine you wish to update information on, search for the name of your practice. You may need to add additional key words to the search such as Ameriprise Financial and/or the city your practice is located in. The business listing will appear on the right of search results.

Within that business listing find and click the Suggest an edit hyperlink. Here you can update a variety of information including your practice's name, address, phone number, website URL, office hours, and the map pinpoint for your location. Once you have made the updates click Send (Google) or Submit (Bing). Once Google/Bing approves it will be updated on the respective search engine and Google/Bing will send you an email to your Gmail or Microsoft account email address stating that the update has been accepted.

Note: You must be logged in to your Google/Microsoft account to submit an edit. The information you wish to update on a search engine must be reflected on your website prior to submitting the update to Google/Bing.

You can share content from a team website to the websites of your advisors for the areas listed below. Only events can be shared from an individual advisor website to team and other individual advisor websites. For specific instructions on sharing content please visit the help section for that content.

• Approach statement
• Client Resources (PDFs)
• Events
• Home Page Message
• Perspectives
• Photo Albums
• Team Members / Staff
• Videos

If you are currently running digital advertising campaigns on Google, Bing, or Facebook, you can add Meta (Facebook), Google, and/or Bing tracking pixels to your advisor or team website using the Advanced tab on the Website Editor Welcome Page.

Pixels allow the tracking of visitors to all your website's pages (including landing pages) and gauge the effectiveness of your ads. Adding tracking pixels on your website will allow you to collect website audience data directly to your campaign dashboard.

Retrieve your unique tracking pixel code from Google, Bing, and/or Facebook and place it in the appropriate field on the advanced tab.

Visit the local advertising assets and opportunities page on AdvisorCompass® to learn more. Contact AdvisorPaidSearch@ampf.com with inquiries.

Google Global Site Tag and Google Conversion Pixel (Google)

A Google Global Site Tag and Google conversion pixel are tracking codes that tracks information on your website and forwards it to Google Analytics or other Google-associated tools.

Do not include "AW-" with the Google global site tag.

For detailed instructions on retrieving your Google pixels, view the How to find the tracking pixel code on your Meta, Google, and Bing Ads dashboards guide on AdvisorCompass.

Universal Event Tracking (Bing)

Universal Event Tracking (UET) is a tool that records what customers do on your website via Bing. By placing the UET code on your website, Bing Advertising will collect data that allows you to track conversion goals and target audiences with remarketing lists.

For detailed instructions on retrieving your Universal Event Tracking (Bing) pixel, view the How to find the tracking pixel code on your Meta, Google, and Bing Ads dashboards guide on AdvisorCompass.

Meta Pixel (Facebook)

The Meta (formerly Facebook) pixel is a piece of code that you place on your website. It collects data that helps you track conversions from Facebook ads, optimize ads, build targeted audiences for future ads and remarket to people who have already taken some kind of action on your website.

For detailed instructions on retrieving your meta Facebook pixel, view the How to find the tracking pixel code on your Meta, Google, and Bing Ads dashboards guide on AdvisorCompass.

Translated text can be added to your website to the Approach statement module on the Advisor profile page of individual websites, and the Team profile page of team websites. Other website modules do not support translated content. The English version of the text must be displayed along with the translation, for which there is a separate text entry field in the editor.

All translations require ACMR approval prior to submitting in Website editor through an approved translator. Unlike most other custom content, the ACMR process and approval for translations occurs independently from the website editor. Please reach out to ACMR to begin the process at advisor.created.material.review@ampf.com.

Translations are available in the following languages:

The use of photos on your website is a good way to improve search results and make your website more appealing. Photos are uploaded via the website editor tool or eCatalog. Please refer to the table below for image sizes and where they are submitted. Refer to the module help sections for guidelines on each.

Compatible file formats in the website editor are .jpg or .gif, and the maximum file size is 5MB. Compatible file formats for eCatalog include .jpg, .jpeg, .png, .tif, or .bmp.

In order to post images of anyone other than yourself, immediate family, your staff or advisors on your team, such as clients or members of the public, you'll need to check the box to validate that you have obtained a signed photo release form (PDF) from each person identifiable in the photo, validate that you have permission to post the photo and retain the original signed form in the client file. For children under 18, obtain the signature of a parent or legal guardian.

Photo usage guidelines

In your photo album, it is very important to use appropriate and consistently styled imagery that reflects Ameriprise brand attributes and positively reflects your personal brand. Although what constitutes good taste may change over time and vary by individual and industry, the test of good taste should be consistent with our brand and what clients expect. Advisors must weigh the risks, benefits and appropriateness of any photo before posting. Care must be taken not to include overtly religious symbols or gratuitous patriotism.

Other guidelines

• Photos should be taken at the highest resolution setting for the best possible results.
• Use of photo credits is not allowed as this could be perceived as endorsing a photographer. You may only use photos that you own all rights to, including photos taken by you or your staff, or photos taken by a professional as work-for-hire (photographer does not retain rights).
• Photo captions and verbiage should be limited to describing the event or people within it.
• Be observant of photo backgrounds and surroundings. Avoid backgrounds that contain recognizable faces who are not part of the photo, contain religious icons and images, or that contains people in inappropriate attire, using obscene gestures or engaged in inappropriate behavior.

Photo color is distorted or getting an unknown error when uploading

This is most likely the photos image mode and/or color profile are incorrect and should be changed to RGB. CMYK and other color modes may not be compatible in a digital environment. To verify and update using Adobe PhotoShop:

1. Click Image > Mode > RGB
2. Click Edit > Convert to Profile…
3. In the convert to profile window, ensure that “sRGB IEC61966-2.1” if selected for Profile:
4. Click “OK” (even if “sRGB IEC61966-2.1” is already showing)
5. Save the image as a .jpg, .jpeg, or .png

Your website's URL shares a domain of www.ameripriseadvisors.com with all advisor and team websites. The remainder of the URL to the right of the domain is called the Path and makes your web address unique.

Individual website URLs

For individual advisor websites the path is created from your Ameriprise email address. The exception to this rule is if the email address does not have a period in the user name (left of the "@" symbol): Since all advisor website URL paths must have a period, if the email address does not have a period in the user name, the URL path instead is based on the advisor's name (/FirstName.MiddleInitial.LastName/). If an email address or name being used for a URL is changed, your website URL will be updated automatically, and the previous URL will be redirected to lead to the new URL automatically.

For details about redirects of individual advisor websites that are turned off in favor of having only a team website, visit the Activate or deactivate a team website section.

Team website URLs

For team websites the path is created from your team's name. If your team's name is changed your website's URL will be updated automatically, and the previous URL will be redirected to lead to the new URL automatically.

Custom domains

Custom domains (also referred to as vanity URLs) are available for $25 a year if you would like to choose your own web address that will redirect to your www.ameripriseadvisors.com address. Please follow the link under Resources to the Advisor and Team Custom Domain Program for details on purchasing and implementing your custom web address and redirect. Contact Advisor Custom Domain Program with questions and to get started.

Add custom video(s):

All video must be in .MOV, .MP4, or .M4V format. The maximum file size is 200 MB. Unlike most other custom content, the ACMR process and approval for videos occurs independently from the website editor. Standard video review fees apply. Please visit the Advisor and practice videos page on AdvisorCompass® to get started.

1. Click the Video tab under Media Manager in the control panel.
   
2. Click the Add custom video button.
3. The Custom video editor will open. Select your video file and click Open.
4. Allow a moment for the video to upload. Click the Save Draft button when upload is complete to begin video processing. 
5. Allow two hours for processing to complete. When complete the message "Processing is complete and your custom video is ready to edit." will appear on the video's content block.
6. Once processing is complete, click Edit on the video's content block.
   • Add the video title (70-character limit).
   • Add the video description (250-character limit).
   • Add disclosures (if required by ACMR).
   • Add a thumbnail image. You can select from four pre-determined frames or upload a custom thumbnail image. Acceptable file format is .JPG with a maximum file size of 5 MB and a minimum image size of 800 X 450 pixels. You must agree to the photo attestation to unlock the custom thumbnail upload feature. If the uploaded image is not 16 x 9 aspect ratio it will be cropped to fit.
   • Add a closed caption subtitle file in .VTT format (optional)
   • Enter your Legal File number, Approval Start Date and Approval End Date from Advisor Created Material Review.
7. Once all video updates are complete, click the Save draft button.
8. Submit your videos for CSU approval by clicking the Submit to CSU button in the floating bar at the bottom of the page.
9. Once approved the video will be available to add to areas of the website that support videos including the video gallery and landing pages.

Renewing custom video(s):

Expired videos are hidden from your live website automatically upon expiring but will remain in the website editor for 60 days after expiration to allow time to update the video with new approved information. The content block for the expired video will display how many days remain until the video is deleted from the editor.

All video must be in .MOV, .MP4, or .M4V format. The maximum file size is 200 MB.

1. Renew your video with ACMR prior to submitting via the website editor using eForm 248382.
2. Once you have ACMR approval, log into the website editor, navigate to the Video tab under Media Manager in the control panel.
3. Locate the video you are renewing and click the Edit button.
4. Update the legal file number, approval start date, and approval end date with what was provided by ACMR. Update any other details as required which may include the thumbnail, title, description, disclosures and/or subtitles. If the video file needs to be replaced click the Replace custom video button in the Video file tab and select the video file from you device.
5. Click the Save draft button.
6. One all information has been updated and the video file has processed, submit your videos for CSU approval clicking the Submit to CSU button in the floating bar at the bottom of the page.

Sharing custom video(s):

If you have a team website with approved custom videos in the media manager, those videos are automatically shared from your team website to individual websites (not from individual to team). The video will appear in the video media manager for the individual advisor websites of advisors on the team specified as Shared from team website and be available to add to areas of the individual website that support videos including the video gallery and landing pages. Going forward the video is only editable in the team website Video Media Manager and any edits, removal, or expiration will reflect on all websites it is shared to.

By building a robust website, you can improve your website's SEO and attract more prospects online. The website completion score gives you a percentage measurement of your website's content based on what is most likely to improve the website's SEO. It is located on your website editor welcome page in the Main tab. You’ll also see a personalized list of recommendations for your website under the score which when added, will improve the score.

If you have a team website and individual websites are on, you can view all website scores together on the main tab of the website editor dashboard.