How Do I Add My Designation(s) To My Profile?

Step 1

To add your designation, click on your Username on the top right of AdvisorStream, and then click "Account Settings".

Step 2

Select on the “Profile & Branding” tab.

Step 3

Click on the profile where you want to add your designation.

Step 4

In the "Name" field, you can add your designation beside your name.

Step 5

Click "Save" on the bottom left when finished.