Frequently Asked Questions

If your question is not addressed, please call us at (800) 251-3863 or complete our support form to ask your question.

• General information on websites
  It's easy to get your AdvisorSquare website up and running. See information about getting started, content options, service fees and setup timelines.
• General information on emails
  Your AdvisorSquare website comes with POP3 email services. Learn how to set up your email and add additional users to your account
• Domain names
  You must register a domain name when you create a website. Learn more about domain name requirements, guidelines, availability and transfers.
• Compliance
  Financial services companies are required to follow stringent compliance regulations. AdvisorSquare provides built-in safeguards to ensure your website and its contents are compliant at all times. Get more details about compliance requirements and AdvisorSquare’s content review process.
• Uploading images and other documents
  You can add a variety of documents, images and graphics to your AdvisorSquare website. Find out more about the type of content you can include, file formats allowed and file size requirements.