fbpx
All > Managing Your Clients > How to send the Risk Tolerance questionnaire

How to send the Risk Tolerance questionnaire

After you’ve completed adding the new client next is to update the client information

  • On the new client’s account click on Update Risk Tolerance then on Save button to complete the process
Risk Tolerance questionnaire
  • From the resulting pop-up, click next to continue
Same Risk Tolerance questionnaire
  • 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.
Find out Risk tolerance for