AdvisorStream meets all regulatory requirements and will automatically archive any content you have ever sent out from the platform (social media, direct emails, and newsletters). If you ever need to go back and look at what you have posted in the past, this can all be reached from your Outbox.
Inside the Outbox on the left hand side you will see a number of tabs ranging from: Today, This Week, This Month, and finally the names of the months (i.e. January, February, March). This will allow you to choose which month you would like to look at the archive for. Once you have selected the month you are also able to narrow down the results to just the type of communication you wish to see (social media, direct emails, or newsletters) at the top of your page. Social media posts will have the curved "share" arrow as their icon. You will see the date the article was posted on the right hand side.
- Click on Outbox at the top of your screen.
- Choose the month you would like to see the archive for.
- Choose which communication type you wish to view (optional).