The AdvisorStream platform allows you to create more than one Persona if needed. This can be used in situations where the account is being used by a team or advisors who work under more than one brand. In each Persona you create you will have the ability to add an existing Brand and Profiles, or create new ones if needed.
In this article, you'll learn how to create a new Persona.
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 the Create New Persona button under the existing Personas
4. Enter a name for the Persona
5. Click on Add Brand and choose the Brand you wish to use in this persona or create a new one
6. Click on Add Profile and choose the Profile you wish to use in this persona or create a new one
7. Click Save