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Adding Financial Calculators to Your Site

You can provide your site visitors with access to more than 180 financial calculators. The calculators and tools provide answers to simple questions, but also encourage your clients to consult with you to make more informed financial decisions.

To add financial calculators to your site, do the following: 

1. Log in to your Site Builder account.
2. Click Financial Tools > Calculators on the toolbar.
3. Do any of the following to select the calculators to display on your site:
   • Add or remove all available calculators. Click the green Select All or Deselect All button at the top of the page to add or remove all available calculators.
   • Add or remove all available calculators in a particular category. Click the Select All or Deselect All link at the top of a category to add or remove all the calculators in that category.
   • Add or remove individual calculators. Select the box beside a calculator to add it to your site, or clear the box for a calculator to remove it from your site.
4. Click Accept to save your changes.

Note: This button only displays if you have changed your selections.

5. Click Finalize Site to move to the Finalize page.