Where does a stock complaint go after the account opens?

It goes to complaints@, not to the sales form. The page should print that address beside the account types, with the role that reads it and the reply window the firm already uses. A complaint is not a request for a new product.

Which securities account types does the homepage actually name?

Only the ones the firm opens today. If the list is cash, margin, and advisory, those three words are the whole menu. Adding a type the desk does not support creates a false door. Update the list when the firm stops opening one of them.

Who reads a Form CRS question on this stock desk?

Advisors@ reads it if the relationship already exists. The page links the firm's own Form CRS and does not rewrite it. A visitor who cannot find the file should not have to guess which inbox keeps disclosures.

What should a stale quarterly note never sound like?

It should never sound like a promise. An undated line about last quarter has no owner and no as-of date. Remove it, or show the date the firm will next change the page. No return belongs in that spot.

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A stock desk site that separates the packet from the pitch.

A new-account packet sits on the visitor's desk, beside an adviser service request. Those are different first screens. The packet asks which account types the firm actually opens. The service request asks who will read the file. A stale note about last quarter reads like a promise the firm did not mean to make. Complaints need their own door. A Form CRS link belongs where a new client can find it.

The new-account packet on the desk

Open the packet before you write a slogan. List the account types the firm already opens, and stop there. Cash, margin, and an advisory sleeve are enough if those are the real choices. A menu of products the desk does not support creates mail that clients@ cannot answer. Say which form comes back signed, and which ID copy the firm still requires. Leave the performance chart off this screen.

Advisers should not dig through that same pile. A service request names the household, the account number the client already has, and the change being asked. Route it to advisors@. If the homepage has one form for both jobs, the new-account packet and the service request will trade delays. State the hours a person reads advisors@. Say what happens on a market holiday when the form still accepts mail.

An adviser request is a different screen

The second screen is for people who already have an account and want a person, not a product list. Name the adviser team in words the firm is willing to stand behind. Do not invent a city office. Do not borrow a quarter's result and leave it undated. A line about last quarter, with no owner and no as-of date, is how a homepage starts to sound like a promise. Cut it, or replace it with the date the firm will next update the page.

Link the Form CRS the firm already filed, in the firm's file, not a summary this studio writes. Say that the document is the firm's own. A visitor looking for fees and conflicts should land on that link from the footer and from the account page. If the firm has no Form CRS, do not fake the label. The page can say the desk will send the current disclosure after advisors@ confirms the relationship.

Complaints do not sit with sales

Complaints are a third door. A client who writes complaints@ is not asking for a product idea. Give that address its own line on the contact page, with the name of the role that reads it. Say how many business days pass before a person replies, using a number the firm already keeps. Do not bury the address under a newsletter box. A regulator, a client, and the firm's own staff should find it without a search.

Sales mail can stay at clients@. That split keeps a complaint out of a pitch thread. Write one sentence on what the complaint note should include: account reference, date, and what the client wants reviewed. Do not ask the client to send passwords or full tax files to a public form. The firm already has a secure path, or it does not, and the page should match that fact. Motus will build the page and the three addresses. Motus will not answer the complaint.

Growth fits a stock desk that needs separate pages for the new-account packet, adviser requests, and complaints, plus clients@, advisors@, and complaints@ on the firm domain.

Motus is not a broker-dealer, adviser, or trading venue. We do not promise a return, quote a market, or say a visitor is approved to open an account.

The package

Starter is $274, Growth is $597, and Authority is $1,197. Each price is one time. Year-1 hosting is included, then hosting is $150 a year. There is no monthly website retainer. Company email on your domain can use clients@, advisors@ and complaints@. A mailbox-provider seat fee and a registrar's domain fee are quoted before they start. We do not provide the licensed service.

Buy Growth — $597 Buy Starter — $274 Authority is $1,197

Send intake or see all three packages. Transportation companies still start at trucking websites.

Questions

Where does a stock complaint go after the account opens?: It goes to complaints@, not to the sales form. The page should print that address beside the account types, with the role that reads it and the reply window the firm already uses. A complaint is not a request for a new product.
Which securities account types does the homepage actually name?: Only the ones the firm opens today. If the list is cash, margin, and advisory, those three words are the whole menu. Adding a type the desk does not support creates a false door. Update the list when the firm stops opening one of them.
Who reads a Form CRS question on this stock desk?: Advisors@ reads it if the relationship already exists. The page links the firm's own Form CRS and does not rewrite it. A visitor who cannot find the file should not have to guess which inbox keeps disclosures.
What should a stale quarterly note never sound like?: It should never sound like a promise. An undated line about last quarter has no owner and no as-of date. Remove it, or show the date the firm will next change the page. No return belongs in that spot.

Keep reading

Motus Website is a private studio. We are not a broker-dealer, insurer, lender, real-estate licensee, or government office. We do not file a license and we never ask for a portal password. Call +1 682 978 8641 or write [email protected].