How Do I Create Multiple Profiles

Each profile created will be displayed on all article landing pages. However, only the first profile will be displayed in the newsletter. Therefore, if looking to use AdvisorStream as a team, create the first profile as a team (using shared information and team photo) and then create individual profiles for each member of your team.

Step 1

To create multiple profiles, click on your Username on the top right of AdvisorStream, and then click Account Settings

Step 2 Select the Profile & Boarding tab to create a new profile.

Step 3 Click on the Add Profile box to create a new profile.

Step 4 Name of advisor plus any designations.

Step 5 Job title.

Step 6 This is the email address that your clients and prospects will see.

Step 7 Upload a profile picture in .jpeg or .png file to make your communications more personable.

Step 8 Type thank you, regards ect and your name within the signature box. 

Step 9 CTA, Add in your email or calendar organizing link for a clickable button in your profile

Step 10 Add your social media and website links to drive traffic back to your social accounts/website.

Step 11 Physical Address for compliance purposes.

Step 12 Add all phone number(s) 

Step 13 Click Save on the bottom left when you finish.

Related Articles:

• How to Create a Team Profile