On AdTrax, under “Forms” please find the Social Media Acknowledgement ticket, review the material, and acknowledge where indicated.

Set up accounts for each social media platform you intend to use. 

Other Social Media Guides:
Email and Social Media Best Practices Guide.

After you have created your social media account(s), please create a PDF of your social media profile(s) and submit it for review via a “Social Media Profile” AdTrax ticket.

Once the Advertising Supervision team has reviewed your social media account profile(s), you will be granted access to the Social Media Dashboard. To check the status of your access to the Social Media Dashboard, please contact the Advertising Supervision team at 855-261-3179.


Once you have access to Social Media Dashboard, your account(s) must be registered on the platform to allow for ongoing monitoring and archiving.

Assigning a Delegate User: Registration may only be completed by the financial professional using the financial professional's unique access to Advisor Portal. However, once registered, you may assign a delegate user to access Social Media Dashboard on your behalf. Please send an email to advertising@osaic.com, with the name and email address of the delegate, and the name(s) of the person(s) to whom the delegate should be assigned. (e.g., A delegate may be a staff member or who manages social media for you and, as applicable, others in your office.)

Once your accounts are registered on Social Media Dashboard, you may begin actively using your social media accounts. To post, you may use the following: MyCMO Exclusive Marketing Platform (contact marketing@osaic.com or schedule a consultation with the Marketing team for more information).