Integrating with GainsKeeper

GainsKeeper provides you and your clients a way to aggregate investments from multiple accounts into a single location. If you use GainsKeeper, you may want to add a link to the GainsKeeper login page on your website. Adding this link will offer convenience for your clients. It also provides a way for you to present your Web services as an integrated whole.

To add a link to GainsKeeper on your website, do the following:

1. Log in to your Site Builder account.
2. Click Modules > GainsKeeper on the toolbar. The Modules - GainsKeeper page displays.
3. If needed, enter or edit the text in the Display Message box. The text you enter here displays when site visitors hover their pointers over the GainsKeeper banner on your website.
4. Select Yes for the question Would you like to display a banner to GainsKeeper on your Home page?

Note: The banner is a link that your clients can click to access the GainsKeeper login page. Depending on the site style you selected, your banner might not look like the banner style shown in the wizard. Some banners have been specially designed to match the overall look of your site.

5. Click Accept to save your changes.
6. Click Preview to see what your site will look like when your changes are applied. The preview opens in a different browser tab or window.
7. Click Publish to immediately update your website, or click Next to continue to the next page.

Note: Changes you make in Site Builder are not applied to your website until you publish the updates.