How to update your Financial Services Guide (FSG)


  1. Log in to your WordPress Dashboard.
  2. On the left-hand side menu, go to Site Setting.
  3. At the top of the screen, select the last menu option titled Legals.
  4. Scroll down to FSG Type and make sure you have the correct selection. For your reference, on-site means a PDF file, while off-site requires a URL to an external website (i.e. your licensee’s).
  5. Either paste the new URL or upload the updated PDF file. Please note you’ll need to delete the out of date FSG before you may upload your new FSG.
  6. Click Update at the top of the page.
  7. Note: If you include your FSG (or other documents like your privacy policy) in a standalone link in your footer, you will also need to update that. To do that, those the instructions here.