How Do I Change The Profiles Associated With My Persona?

Step 1

To change associated 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 persona you want to edit.

Step 4 & 5

To remove a profile click on the "Red X" on the top right of the picture.

To add a profile click on the "Available Profile" drop-down menu and click "Add". The new profile must first be created before adding to the persona.

Note that the first profile is your primary profile and displayed in the newsletter. 

 

Step 6

Click "Save" when finished.