How Do I Edit My Name?

Step 1 To change/add your name first click on your Username on the top right of AdvisorStream, and then click Account Settings

Step 2 Click on the Profile & Branding tab

Step 3 Select the profile where you want to change your name.

Step 4 In the Name selection, this is where you can change/edit your name

Step 5 Click Save on the bottom left when you finish.