Steps to Access and Use the PaineWebberJames Q&A Dashboard

AskMyAdvisor™

1. 1. Click on alert

   This is a demo

   

2. 2. Click on document

   Brief information about

   

3. 3. Click on James Allison (DEMO)…

   

4. 4. Click on   What Question Can I Help You With?…

   This is the #1 CTA button. This is where it all begins.

   

5. 5. CTA #2

   Here you have breaking news, etc. Can you post instantly and drive traffic here to stir up Q&A.

   

6. 6. Click on About & Focus

   

7. 7. Click on About & Focus…

   

8. 8. Click on alert

   

9. 9. Click on About & Focus…

   

10. 10. Click on alert

    

11. 11. Click on About & Focus

    

12. 12. Click on If you're on this page, you have been invited to access it. Because you were invited, you're free to share this Q&A URL with someone this can help. Just copy/paste or share the URL askmyadvisor.app/painewebberjames (via email, text, etc.) or use the buttons below to inst…

    

13. 13. Click on Print the invitation …

    

14. 14. Click on Question

    

15. 15. Click on document

    

16. 16. Click on Send Your Question to Me

    

17. 17. Click on Email from Preferred means of reply

    

18. 18. Click on dialog

    

19. 19. Click on Dashboard

    

20. 20. Click on document

    

21. 21. Click on document

    

22. 22. Click on Click to confirm you have read this

    

23. 23. Click on Dashboard