To get started, click on your Username at the top right of AdvisorStream, and then click "Account Settings"
Complete your Profile and Branding set-up so all your communications will be personally branded.
Profile
2. Select Profile & Branding.
3. Click the plus icon to add a new profile.
4. Fill out the form.
5. Click the save button to submit to compliance.
* TIP: You will receive an email notification to alert you once compliance has completed
your review. If your profile is rejected, return to your profile (step 1-2) and make required changes.
Branding
1. Click your name on the top purple bar and select Account Settings.
2. Select Profile & Branding.
3. Click the plus icon to add a new brand.
4. Fill out the form.
5. Click the save button to submit to compliance.
* TIP: You will receive an email notification to alert you once compliance has completed your review. If your brand is rejected, return to your brand (step 1-2) and make the required changes.
| *Pro Tip: Ensure you are using the same professional phone on your social media accounts. |
Comments
0 comments
Get Additional Help
Visit our Helpdesk for additional help and support or submit a ticket below.