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ADVISOR CUSTOMER
Information, Terms and Policies
This information applies to any product or service purchased from Advisor Media via AdvisorStore.com or any other direct, agency or indirect channel or means.
Also see Advisor Media Terms of Use and Legal Information.

ADVISOR MEDIA, Inc.
PO Box 503350
San Diego, CA 92150 USA
Advisor Customer Service and Help


In this document, the terms "Producer" and "Publisher" refer to Advisor Media, Inc. and/or associated and affiliated companies, parties and agents.

General and Email Terms
  • The information, terms and policies stated here, and in the general Advisor Media Terms of Service, apply to all customers who buy, receive or use an Advisor Media product or service, whether the purchase is made directly with Advisor Media, or through an agent, dealer, agency, or any other third-party.
  • These terms are subject to change without notice by updating this page, and/or by sending email to a customer's last-provided address.
  • All products, services, descriptions, prices, discounts, terms and special offers are subject to change without notice or obligation.
  • Publisher reserves the right to refuse an order, to require a different amount or form of payment, to delay fulfillment of an order until payment is confirmed, or to alter the duration, format, delivery or nature of any offer, product or service.
  • A subscription purchase normally licenses one individual to access online content. A subscriber's sign-in ADVISOR ID should not be shared. Online use by additional individuals requires purchase of additional subscriptions, or a multi-user subscription license. See www.AdvisorStore.com for availability.
  • You must provide a valid email address when you place an order, and when signing-up for online access to an Advisor web site. Do not provide an email address that requires manual authentication or any other action on the part of the mail sender; Producer/Publisher will not perform such actions.
  • You must inform Advisor Customer Service of any changes in your email during the course of your subscription or business relationship.
  • By sending email to the address you provide, Producer/Publisher will assume you have been notified and may not take any other measures to notify you. If Producer/Publisher's email to you is blocked or re-routed due to your actions or systems, such as your attempts to forward mail, filter mail, your requirement to manually authenticate mail, or your systems to block spam, you take sole responsibility for the outcome. Producer/Publisher's sole responsibility is to send email to the address you provide, not to make extraordinary effort to assure you receive it.
  • Your email address will be used by Producer/Publisher to notify you of business-related matters such as changes in your subscription, renewal notices, problems or questions regarding your account, and similar matters. See http://Privacy.AdvisorMedia.com. Some mail sent to customers is automated.
  • Your email system must accept mail from Producer/Publisher, specifically from Internet domains Advisor.com, AdvisorAlert.com, AdvisorMedia.com, AdvisorMedia.net, and AdvisorMedia.biz. Producer/Publisher may use other domains from time-to-time.

Your ADVISOR ID and Password
  • Your permanent account identifier with Advisor Media is known as your ADVISOR ID. You should have just ONE ADVISOR ID.
  • You determine your own ADVISOR ID by registering it and your password at http://MemberCenter.Advisor.com. Registration verifies that your ID is available and unique. For your security, you must register your ID before you purchase your first subscription. It is a separate, one-time step.
  • You must register only one ADVISOR ID. If you have a problem or forget your ID, contact Advisor Customer Service. Registration of more than one ID can interfere with your online access, and is cause for cancellation of all your IDs and loss of associated subscriber access without refund.
  • You should provide your registered ADVISOR ID with all subscription orders (where specified on the order form) and in your other contacts with Advisor Media.
  • Your registered ADVISOR ID is not necessarily secret or confidential, but it should not be shared. Each person who accesses Advisor Media online content should have a separate ADVISOR ID. Any access via your ADVISOR ID and password will be deemed to be access by you, therefore you are responsible for the outcome.
  • You should treat as secret the password you assign to your ADVISOR ID. You can change your password by signing-in to your account. If you forget your password, it is not readable by Advisor Customer Service, but it can be changed at your request.

Purchasing
  • All prices are in US dollars.
  • You need a valid major credit card for online and telephone purchases. See www.AdvisorStore.com for acceptable credit cards.
  • Your shipping address must match your credit card billing address or be approved by your credit card company.
  • If you must pay by check, an easy method is to go to www.AdvisorStore.com, select the desired subscription/product, complete the order form, then instead of submitting it with credit card information, print and mail it with your check.
  • If you place an order via a third-party, including a reseller, agency, or any channel or means other than www.AdvisorStore.com, Publisher is not responsible for the actions, prices, policies or practices of a third-party you choose to work with.
  • Subscriptions are not started and orders are not fulfilled until full payment is received. Purchase orders and "Bill Me" requests are not accepted.

Publication Editions: Web and Print
  • WEB EDITION is THE publication. The main medium of every ADVISOR publication is online as a Web Edition. This is the primary publication that is purchased by and provided to subscribers. By subscribing, the customer agrees that availability of Web Edition is sufficient to meet the publisher's obligation to the customer.
  • PRINT EDITION is an optional add-on. Some publications offer optional Print Edition issues at extra cost. This combination is typically described as Web Edition + Print Edition. A Print Edition is generally a compilation of selected new and recent articles that typically appear in the Web Edition first. A Print Edition is not the complete publication, because the Web Edition typically provides newer content, more content, including longer articles, extra articles, article-related file downloads, and a categorized and searchable Reference Library of current and past content. The Publisher reserves the right to change Print Edition content and/or publishing frequency at any time. If the Publisher stops mailing print issues to a subscriber who purchased them, the Publisher will instead provide to the customer a pro-rated credit of the price/payment differential between Web Edition and Web Edition + Print Edition, or offer some other option. Termination of Print Edition publishing is not cause for a refund.

Web + Print Publication Subscription Delivery
  • Online access to the Web Edition of a publication is typically activated within one business day after the order is submitted to Publisher.
  • Delivery of subscription Print Edition issues is included in the price. Therefore when ordering a subscription only, select "Printed Subscription Only" as the shipping method to avoid extra shipping charges.
  • All subscription print issues are sent by USPS (US Postal Service) or international remailer at Publisher's discretion. No other shipping method will be used even if you specify it on the order.
  • When your order includes a subscription and another product, the shipping method you specify will be used to send your other product. If you do not specify a suitable shipping method, a low-cost method will be used.
  • If your subscription includes the Print Edition, the first printed issue might be mailed 4 to 13 weeks or later after your order is received, depending on the timing of your order and the publication's printing-mailing schedule. You confirm that this normal situation is understood and not a cause for complaint or cancellation.
  • If you believe you did not receive a Print Edition issue, you must report this "missed" issue to Customer Service within 6 months of the date Publisher mailed it to other customers in your mailing list group. If upon investigation the problem was Publisher's fault, the missed issue will be mailed to you, if it is still in stock. However, Publisher is not responsible for mail delivery problems beyond its control, such as problems with USPS or your local mail delivery, mailbox or other factors.

Web Edition Subscriber Online Access
  • Getting subscriber online access to an ADVISOR Business/Technology publication requires that you provide an active ADVISOR ID that you have registered by going to http://MemberCenter.Advisor.com or via the Sign-Up link in the pink box on My.Advisor.com. (Personal/Lifestyle publications are separate; do not register for a Business/Technology publication at www.Advisor.com, it will not work.) For details see How to gain magazine subscriber access to articles and downloads.
  • Your registered ADVISOR ID identifies your Advisor customer account, so include it on all orders and communication with Advisor Customer Service. You may register only one ADVISOR ID, and it is uniquely yours; do not share it with anyone.
  • Activation of Web Edition Subscription, Passport or other online access usually happens within a few hours, and normally no later than the end of the next business day (Pacific Time) after the day the order and/or access request and your registered ADVISOR ID is received and processed. Orders and activations are not necessarily processed on weekends or U.S. holidays. Note that "next business day" processing period doesn't begin until the ADVISOR ID is provided by you, because without it there's nothing to process. In some cases, even if you omit or misstate your ADVISOR ID, Customer Service will determine an omitted ADVISOR ID by matching on your email or other information, and then activate your online access. However, this is not promised and should not be relied on.
  • When placing an order, do not specify an ADVISOR ID that you did not already register at http://MemberCenter.Advisor.com; it will not be honored or used. (Do not register for a Business/Technology publication at www.Advisor.com, it will not work.) Publisher is not responsible for your failure to have online access due to you providing an unregistered or invalid ID. If you believe there is a problem contact Advisor Customer Service.

Subscription Periods and Issues and Dates
  • PERIODS: If the Publisher can reasonably determine that you are renewing an active or recent subscription, the renewal period will begin when the prior subscription ends. Otherwise it will be treated as a new subscription. Subscription periods are counted in whole months, so a subscription's first month is adjusted to the nearest first day of a month. Your new subscription period begins when your receive online access to the Web Edition, or if you do not register or provide your ADVISOR ID for online access, your subscription period begins no later than 30 days after the subscription purchase date or effective renewal date.
  • PRINT EDITION: If you also purchase an optional Print Edition, the first issue you receive depends on the timing of your order relative to the publishing schedule. When feasible, the Publisher may send the most-recent available Print Edition issue to begin a new subscription, or the issue or issues you missed to renew a lapsed subscription. Print Edition issues are not published on a fixed or precise schedule. For instance, a subscription that includes six printed issues per year is not a bi-monthly publication; some issues might be spaced less than two months, and some more than two months. To avoid implying a nonexistent schedule, Print Edition issues are numbered rather than dated on their covers. They might also have Vol/Iss numbers internally for use by libraries, but these do not imply a publishing schedule either.
  • BACK-START: If you want your new or renewal subscription to begin with earlier Print Edition issues ("back-start"), you may make this request on your order and/or to Advisor Customer Service, and the Publisher will comply if feasible by mailing you the "back" issues you requested.
  • FUTURE SUBSCRIPTIONS: The maximum subscription period due to a customer is 25 months, whether acquired through any combination of current, renewal, bonus or other purchases or bonuses. Any action to extend a subscription may not exceed this duration, whether by purchase, promotional offer, inclusion in a live conference registration bundle, or any other means. No refund is due for customer payments or termination in excess of 25 future months. If a new or renewal subscription is purchased that becomes effective at or later than 25 months later than the purchase date, the Publisher may adjust the duration of that subscription to match the per-issue price as if the subscription was purchased at or just before the date it is to begin. This adjustment is necessary to reflect changes in publication and fulfillment costs over time.

Cancelling a Subscription
  • A NEW subscription has an evaluation period during which it may be cancelled for a refund. After the evaluation period ends, the subscription cannot be cancelled. A subscription is considered to be NEW only if there has been no similar subscription for the same or a related customer, or delivered to the same or a related address, or provided online to the same or a related user, within the past 12 months, as determined solely by the Publisher. If a NEW subscription is purchased, then cancelled by the customer within the evaluation period, but before the Publisher has provided online access and/or mailed print issues, the cancellation will incur a minimum processing fee of $20.00. If a subscription is cancelled within the evaluation period but after service has started, the refund will be pro-rated.
  • The ability to cancel a NEW subscription during the evaluation period applies only if it is purchased directly from the Publisher, such as via www.AdvisorStore.com. A new or renewal subscription purchased via an agency or other third-party is NOT CANCELLABLE.
  • A RENEWAL subscription does not have an evaluation period so it cannot be cancelled.
  • EVALUATION PERIOD: If a NEW subscription is purchased and the customer provides a registered ADVISOR ID on the subscription order form, the evaluation period ends 10 days after online access is granted, which is normally one day after the subscription is purchased. If a NEW subscription is purchased and the customer does not provide a registered ADVISOR ID on the subscription order form, the evaluation period ends 10 days after the customer provides a registered ADVISOR ID to Advisor Customer Service, or 10 days after Advisor Customer Service locates an ID that is already registered to the customer and assigns it to the order, or 30 days after the subscription is purchased, whichever happens first.
  • The subscription evaluation period and cancellation terms are not altered by the customer's failure to read the publication online or in print, or the customer's failure to properly register for an ID, or for the customer's failure to provide the ID to Advisor Customer Service for connection to the customer's subscription order.
  • If a publication's form of delivery is changed, such as Print Edition discontinued but Web Edition continued, the customer will be notified by mail, and/or email and/or web notice, at the Publisher's discretion. The Publisher will calculate a pro-rated credit of the price differential, defined as the additional amount the customer paid for the discontinued edition above the continuing edition. If this results in a customer credit, it will be applied to the customer's active or pending subscription to extend the duration. The customer might also be offered other options. Termination of Print Edition publishing is not cause for a refund if the Web Edition continues to be provided.
  • If a publication is entirely discontinued by the Publisher, the balance of the customer subscription may be transferred to an alternative publication at the Publisher's discretion. The customer will be notified by mail, email and/or web notice, at the Publisher's discretion. The customer may request a pro-rated refund within 30 days of notification.
  • It is the customer's responsibility to monitor access to online content and receipt of print issues, and to notify Publisher of any problems. Under no circumstances will a subscription cancellation and/or refund request be accepted more than 6 months after the latest of the date of the original order or the last print issue mailed or the first day of online access provided to customer.
  • A subscription refund will be in the same form as the original payment, processed in 30 business days after the refund is requested or after the original payment check, credit card or money order is cleared, whichever is later. To receive a refund of a credit card payment, the customer may be required to provide cardholder information again; due to security policies the original information is retained only for short period. This information can be provided via whichever normal contact method the customer prefers.
  • A request for cancellation of a subscription must be made in writing, by online Contact Advisor form, fax or letter to Advisor Customer Service (addresses below). Provide as much of this information as possible:
    + Name of publication
    + If print subscription, name of subscriber as it appears on label, and any code on the top line of address label.
    + ADVISOR ID used by customer to sign-in to access online content
    + Reason for cancellation
    + Credit card payment and cardholder information that matches original payment, if a credit card refund is applicable.
  • Any subscription that is not individually offered and purchased by customer has no cash value. This condition applies to a subscription bundled with a live conference registration, promoted as "free" with another purchase, or offered or granted by any other means. Whether said offer results in a new subscription or an extension of an existing subscription, any adjustment or termination, by the customer or the Publisher, shall not result in a refund or credit of any kind.

Cancelling Online Access other than a "subscription"
  • Certain online access services are not cancellable or refundable because the entire value of the purchase is immediately available to the customer.

Advisor Academy, Complete Advisor, Best Of and Other CDs, DVDs, Back Issues, and Other Recorded and Physical Products
  • If product is in stock, shipment is made within 10 business days after credit card has been approved and payment is confirmed. If product is not in stock at time of order, shipment should be within 30 days. If you order multiple products and some are not in stock or discontinued, Publisher will ship what is available and notify you about the status of the omitted items.
  • A CD or DVD product might be provided as a manufactured disc with a printed label or as a "burned" disc with a hand-written label, at the Publisher's discretion based on what is in stock. You agree that you are purchasing the contents of the disc, not the appearance or packaging of the disc, and the Publisher's sole responsibility is to provide you with a functioning disc.
  • When ordering a printed subscription AND a CD or recorded product, shipping and handling charges may be applicable.
  • Shipping and handling is NOT included in an item price unless stated at time of purchase. Shipping cost is affected by item weight and/or number of items, and shipping method.
  • Physical products are normally shipped by U.S. Postal Service (USPS) or other method at Publisher's discretion. Other methods may be offered by Publisher from time-to-time.
  • If your order is split into multiple packages or shipments at Publisher's discretion you will not incur additional shipping charges.
  • You may be required to sign receipt acknowledgements for the packages that comprise your order.
  • Shipments made outside the USA may be subject to import charges and taxes which are the responsibility of the customer.

Returning a CD, DVD, cassette or other recorded Product
  • Requests to return an Advisor Academy CD, DVD, cassette or other recorded product must be made within 15 days of receipt.
  • Product return request must be made in writing, by online Contact Advisor form, fax or letter to Advisor Customer Service (addresses below).
  • You will receive a Return Materials Authorization (RMA) number. Do not return product until you receive RMA.
  • Repack the product in its original packaging or similar and ship via trackable courier such as FedEx, Airborne, UPS, etc.
  • On the address label or package, clearly write the RMA number. On a paper inside the box, write your name, address, and RMA number. Be sure the name matches name used to purchase the product.
  • After the product is received and inspected, the purchase price, including sales tax but less any shipping charges, will be refunded in the same form as the original payment.
  • The refund will be processed in 7 to 10 business days after the refund is requested or after the original payment check, credit card or money order is cleared, whichever is later.
  • By purchasing a recorded product, you agree to comply with international copyright laws, and Publisher license terms. You agree to not retain any part of the contents of any product you return for refund.
DOCUMENT REVISED 26 JUNE 2009

ADVISORAMA
I'd rather have a bottle in front of me than a frontal lobotomy.

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