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.