DigitalQRCardUpdate your disclosures the moment they change
FINRA and SEC compliance text changes. Your title changes. Your firm name changes. Paper cards don't keep up. A digital card means one edit on your dashboard reaches every prospect you've ever shared with.
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Financial advisors carry compliance overhead that most other professions don't. FINRA Rule 2210 governs what advisors can say in any communication with the public, including a business card. SEC Marketing Rule changes in 2021 added more disclosure requirements for RIAs. Your CRD number, your firm's registered states, your Form ADV link, the relationship summary, the firm's disclosure language — all of this lives somewhere, and that somewhere needs to keep up when compliance updates the boilerplate. A paper card is a snapshot of one moment in time. The reprint cost isn't the real cost; the real cost is the gap between when compliance updates the language and when prospects see the new version. Digital QR Card is a card you control. Compliance text lives in a dedicated free-text field. The Form ADV PDF link goes into the featured-links section. Your registered states, your CRD number, and your firm's required disclaimers all have first-class slots. When you change firms — and most advisors do at some point — the card URL stays the same, scan analytics keep accruing, and the contact info updates everywhere at once.
How this works for you
Compliance text on every share
Your CRD number, firm name, registered states, and any required disclosure live in dedicated fields on your card. When compliance updates the language, you change it once and every card already in the wild reflects the new copy.
Show your services without a clutter
Wealth management, retirement planning, tax-advantaged strategies, estate planning. Each as a tappable section on your card instead of cramming them onto a paper rectangle. Prospects scan once, see what you actually do.
Same number when you switch firms
Advisors change firms. The contact info on every card you've handed out updates in your dashboard, so clients who scanned a year ago still reach the current you.
Common questions
Will my compliance department approve a digital business card?
Most firms allow them as long as the required disclosures are visible. Show your compliance officer the card before deployment and confirm. The dashboard lets you reach 100% disclosure visibility on every share.
Can I add my Form ADV link or my firm's required filing disclosures?
Yes. The 'featured links' section accepts any URL. Most advisors put their Form ADV PDF, their firm's Customer Relationship Summary, and BrokerCheck.
What about FINRA-required language on social media-style profiles?
Your card includes a free-text disclosures field that displays on every share. Put the required FINRA-mandated language there once.
Is this RIA-friendly or only for broker-dealers?
Both. Same card structure, different fields you populate. RIAs put their state registrations; broker-dealers put their FINRA member info.
What happens when I move from one firm to another?
Update firm name and disclosures in the dashboard. Every card already handed out shows the new firm. You keep the URL, you keep your scan analytics, you don't reprint anything.
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