If you would like to view your trends, you can do so by clicking on the Trends tab. To see our support overview of Trends click here.
We tried our best to keep Trends as self explanatory as possible, but you still might have a couple of questions on how we pull the data to create each Trend. Attached to the bottom of this support page is a PDF with short explanations of each Trends that you can currently find in inStream. There are three sheets, one for each section (Profile, Plans and Alerts) of Trends.
If you still have questions you can always email support@instreamwealth.com or submit a support ticket here.
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