How Do I Make An Individual Profile?

Step 1

To create individual profiles, click on your Username on the top right of AdvisorStream, and then click "Account Settings".

Step 2

Select the "Profile & Boarding" tab.

Step 3

Click on the "New Profile" box to create a new profile.

Step 4

Name of the individual.

Step 5

Job title.

Step 6

This is where you can put your team's email address for your clients and prospects will see and also reply to for your emails and newsletters.

Step 7

The signature that will appear at the bottom of the newsletter introductions.

Step 8

Physical Address for compliance purposes.

Step 9

Add your team's social media and website links to drive traffic back to your sites and networks.

Step 10

Add the individual's phone numbers for clients and prospects to call you.

Step 11

Upload your picture in .jpeg or .png file to make your communications more personable.

 

Step 12

Click "Save" on the bottom left when you finish.