Each profile created will be displayed on all article landing pages. However, only the first profile will be displayed in the newsletter. Therefore, if looking to using AdvisorStream as a team, create the first profile as a team (using shared information and team photo) and then create individual profiles for each member of your team. Click here to learn more about team profiles.
To create multiple profiles, click on your Username on the top right of AdvisorStream, and then click "Account Settings".
Select the "Profile & Boarding" tab to create a new profile.
Click on the "New Profile" box to create a new profile.
Name of advisor plus any designations.
This is the email address that your clients and prospects will see.
Upload a profile picture in .jpeg or .png file to make your communications more personable.
Type thank you, regards ect and your name within the signature box.
Add your social media and website links to drive traffic back to your social accounts/website.
Physical Address for compliance purposes.
Add all phone number(s)
Click "Save" on the bottom left when you finish.