How to add the Risk Tolerance Widget to your Email Signature and Website

Stratifi now offers you the ability to add referral and lead generation widgets to either your email signature or website.

1.   To add these widgets log into your Stratifi dashboard and go to Settings > My Profile > Referral & Lead Generation Widget.

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2.   To select the widget for your email signature go to Add the button to your email signature section and click on the Copy Code button and then add it to your email signature.

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3.   To add a banner to your website go to the Add the banner to your website section.

4.   From here you will select to use it either in an iframe, a WordPress website, or just use the button code only.

5.   Once you have made your selection the relevant Copy Code button and add it to your desired platform.

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