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All > Risk Tolerance in Stratifi > How to Send Risk Tolerance Questionnaire

How to Send Risk Tolerance Questionnaire

  • On the new client’s account click on Update Risk Tolerance then on Save button to complete the process
How to Send Risk Tolerance Questionnaire
  • From the resulting pop-up, click next to continue
resulting pop-up, click next to continue
  • From the new pop that emerges, you can click on Answer now to answer the questionnaire online or you could click on Questionnaire pdf to access the pdf to fill offline or select the Send questionnaire to share it through email with your investors.
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