Search Questions:

1. Can I search by last name only?
No, you must search by last name and the state. The first name is optional.

2. Can I add more listings after I have completed my initial sign-in process?
Of course, just log in, go to Listing Info, click on the Add Listing button at the bottom of your listings, and input your new listing information.

3. Do I need a zip code and city to search for a Financial Planner?
No, our automated site allows you to search by zip code or city and state.

4. Can I search by state only?
No.

5. Once I am logged in and I try to search, is the site still secure?
Yes! Once you are logged onto the website, you are protected by 128 encryption throughout the entire site.

Information Change Questions:

6. If I experience any office changes, will I be able to update my office information?
Yes, at any time you will be able to update your listing information by logging in and clicking Listing Info, and then Edit Listing.

7. If I experience personal changes, will I be able to update my account information?
Yes, at any time you will be able to update your personal account information by logging in and clicking Account Info, and then changing your information.

8. Will I be able to change my credit card information?
Of course, at any time that you wish to change your credit card information, simply log in, click on Billing Info, and make all necessary changes.

9. How do I change my membership level?
Upgrading/downgrading your membership level.

10. Can I edit my listing while it is inactive?
No, however, as soon as you activate your account you will be able to update all of your information.

11. Can I change my membership status in the middle of the month?
Yes, if you decide to downgrade your membership level in the middle of the month, that listing will be immediately downgraded from Sponsor to Member level and on the first of the next month your bill will be changed to the lower price. You will also be able to upgrade from Member to Sponsor membership if the two Sponsor membership spots are not already taken for your city, as these membership levels are on a first come, first serve basis. If you do upgrade membership levels, you will immediately be upgraded to Sponsor member and your bill will increase to the Sponsor price on the first of the next month.

Activating/Deactivating Questions:

12. Can I take off one of my listings from the directory if I need to?
Yes, to remove one of your listings from the directory, log in and click on Listing Info. Then click Deactivate Listing.

13. During the sign-in process, do I need to fill in the billing address of where I want the bill sent or the address the credit card is registered at?
Please enter the address your credit card is registered under.

14. If I choose to deactivate my account, am I immediately removed from the online directory?
Yes, upon deactivation, your listing is immediately removed from the directory on-line.

15. If I deactivate my account, will I have to re-register to post my listing on the directory again?
No, you will just need to reactivate your account by logging in, clicking Listing Info, and click Activate Listing.

16. If I deactivate my account in the middle of the month, will I be refunded for the remainder of the month?
No, once you have been billed for a month, you have paid for the month of service. Since our billing cycle begins at the beginning of every month, we recommend waiting until the end of the month to deactivate your account.

17. When does the billing cycle begin?
We bill each doctor on the first of each month for the following month.

18. Can I remove one of my listings from the directory for one month and then post my information on the listing again?
Of course, you may remove your listing for any period of time you need to. This can easily be done by logging in and deactivating your account. You can reactivate your account just as easily when you are ready to be accessible to your patients on the Internet. This is easily accomplished by logging in, going to Listing Info and clicking Activate Listing.

19. What is the difference between an active and inactive listing?
An active listing is a listing that is currently listed on the FinancialProRegistry™ on-line website. An inactive listing is a listing that has been deactivated and taken off of the on-line registry. However, inactive listings can easily be put back on the registry by activating the listing.

20. What is the difference between the Member and Sponsor membership levels?
Learn more about our Membership Levels by clicking here.

21. Once I'm logged on the site, am I able to navigate around while remaining logged in?
Yes. You will be logged in and able to fully navigate the site until you choose to log out, by clicking the Logout button at the top of the right side of the page.