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.
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