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
From the 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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