How Do I Edit My Persona?

Step 1 

To edit a persona click on your Username on the top right of the AdvisorStream page, and then click on "Account Settings". 

Step 2

Click on the "Profile & Branding" tab.

Step 3

Select the persona you want to edit.

Step 4

Edit the name of the persona. Check the box "default persona" to use this on all auto communications. 

Step 5

Select the brand you want to be associated. A brand must be created first. 

Step 6

Profiles will appear on all article landing pages. To remove a profile from the persona click on the red X. To rearrange the order click and drag them. The first profile is your primary profile which is displayed in both newsletters and article landing pages. 

Step 7

Click on the drop box to add an additional profile. A profile must be created first. 

Step 8

Click the "Save" button at the bottom left when finished.