How Do I Add A Profile (or person) To A Persona?

To add a profile first ensure that a new profile is created. To learn how to create a new profile click here. Once the profile is created, follow the steps below to add the profile to your persona. 

Step 1

Cick 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

Scroll down to the profile section and click "Available Profile".  On the drop-down menu and select the profile you want to include. Finally click "Add". 

Step 5

Click "Save" on the bottom left when finished.