To submit your newsletter for review to your compliance officer, please follow these steps:
1. Go to your Outbox at the top purple header.
2. Hover your mouse over to the date of the newsletter and click the "pencil" icon to edit.
3. In the Newsletter Builder, go to the "Send" tab and click the "submit for review" button (note: if you do not see the submit for review button, please ensure that you have saved your newsletter first).
Your newsletter will now be routed to your compliance officer's account. A notification will be sent to your email when your compliance officer has approved your newsletter. Following approval, you may now send your newsletter out to your contacts.
** Note: For those of you on semi-automated please ensure you have also *approved* your newsletter in order for AdvisorStream to send out your newsletter**