I've signed up. How do I get started?

You have just signed up.  You've got your username and password, so what's next? 

If you have created your firm's account, and you are the firm's administrator:

See our article, Getting inStream Setup.  This will walk you through how to add users, import your clients, create custom model portfolios, and all of the basics that you need to get started. 

If your firm already has an inStream account and you are a New User:

You are in luck. Your administrative team has done all of the initial set up work for you – now you just need to learn how to use the inStream platform. 

Once the initial set up is done you are ready to the inStream Academy to learn more about using inStream.

If you are looking for more information on a specific functionality or scenarios you are looking to model head over to our knowledge base.

Of course, you can always contact us at to get in touch with the inStream team!




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