The name field can be edited or changed within your Profile. In the name field, you should include your full name, not a team or company name. The name field is also the sender of all email communications.
Your Profile also includes the following details:
First name, last name, designations, email address, title, contact phone number(s), social media, website link(s), a call-to-action, physical address, signature, and a professional headshot.
In this article, you'll learn how to edit your Name in an existing Profile.
1. Click your name or username at the top right and then Account & Settings
2. This will launch you into the Profile & Branding of your Account & Settings
3. Click into the Profile you would like to edit the Name in
4. Edit the Name field
5. Click Save
If the Profile is locked or greyed out, email support@advisorstream.com with the requested changes.
If you are on an integrated compliance workflow, changes will not be reflected until compliance approval is obtained. You will receive an email notification acknowledging approval or necessary changes.
Comments
0 comments
Get Additional Help
Visit our Helpdesk for additional help and support or submit a ticket below.