Waddell & Reed Embed Videos SOP

Option 1:

Please see our steps below for how we embed videos to websites through Facebook. Can you share with support if this comes up?

• Create a Facebook Status Update to accompany your video. Examples:
• Check out this video and get to know me a little better!
• Ever wonder what makes me tick? Watch this video and get to know me a little better.
• What do I like to do on weekends? Watch and find out!
• Upload your video directly to your Facebook Business Page and use your compliance approved status update.
• Once your video is live on Facebook, click on your video title in Facebook and click on the ellipsis "..." in the top right hand corner.
• Click Embed and copy the entire iframe code from Facebook.
• Open up your approved W&R Website editor and go to the page you would like to add the video (e.g., your home page).
• Click Source in the editor and paste in the iframe code above your text.
• Save the page changes, preview the site and submit to compliance.

If they have any other questions or want to see a step by step tutorial there is one available on our Advisor Portal for them here.