AdvisorStream New Subscription Request

Thank you for your interest in AdvisorStream, an automated marketing platform containing pre-approved Broadridge and Osaic-exclusive content.


The basic package of AdvisorStream, including email and social media capability is $25/month and conveniently paid by commission deduction.


For an additional $75/month paid directly to Broadridge by credit card, AdvisorStream’s premium upgrade package includes all the benefits of the basic package plus access to third-party publisher topical articles, weekly, done-for-you automated newsletters and e-cards. Please check the box below if you’re interested in adding on the premium package and Broadridge will contact you with more information.


If you have questions about:

  • Your account setup or login credentials please contact AdvisorStream directly at 866-893-831 or osaicservice@broadridge.com
  • Strategic use of AdvisorStream in your marketing and growth plans, schedule a First Friday Coaching Call with the Advisor Marketing Solutions team. Click here to schedule a First Friday call and select the Advisor Marketing Solutions option when scheduling for the marketing team.


Please fill out the form below to sign up for an AdvisorStream account or for Delegate Access to an advisor's account. You can expect to receive your new account welcome email and log in credentials within 1 week of requesting access. If you do not receive your welcome email please reach out to AdvisorStream at osaicservice@broadridge.com.


Thank you!

 

AdvisorStream Basic Package: The basic package subscription contains ALL platform functionality, Osaic-exclusive content, and Forefield content. The cost is $25/month paid by commission deduction. For upgrade information, see next option.

 

AdvisorStream Premium Package: The premium package subscription contains ALL platform functionality, Osaic-exclusive content, Forefield content AND AdvisorStream’s third-party articles content from well-known and respected consumer publications, with NO paywall. To activate the upgrade option, please enter your credit card number into the Advisor Stream platform when you receive your login credentials. The total cost for the AdvisorStream basic package plus the premium upgrade $100/month, $25 paid via commission deduction and $75 paid via credit card directly to Broadridge/Advisor Stream.

 

AdvisorStream allows an account owner (advisor) to grant access to their account, typically to an assistant. This enables the assistant to manage and perform tasks on behalf of the account owner.


Before getting started, you must have an AdvisorStream delegate access account type. Check the box below to request a delegate account.


Once you have your delegate account activated the following help article walks through how to gain delegate access to your advisor's account.

How to gain Delegate Access

 
 
 
 
 
 
 
 

Please provide the name and email address of the advisor who's account you would like delegate access to.